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Sigma Planning Corp’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Sigma Planning Corp’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-6,844
Closed -$203K – 1248
2020
Q3 		$203K Buy
+6,844
New +$205K 0.01% 956
2020
Q1 		– Sell
-7,694
Closed -$298K – 1075
2019
Q4 		$298K Sell
7,694
-253
-3% -$10.2K 0.01% 804
2019
Q3 		$314K Sell
7,947
-127
-2% -$4.94K 0.02% 743
2019
Q2 		$313K Sell
8,074
-227
-3% -$8.81K 0.02% 715
2019
Q1 		$326K Sell
8,301
-2,269
-21% -$86.5K 0.02% 646
2018
Q4 		$374K Sell
10,570
-427
-4% -$15.7K 0.03% 526
2018
Q3 		$421K Sell
10,997
-1,280
-10% -$50K 0.02% 545
2018
Q2 		$481K Sell
12,277
-1,389
-10% -$55.7K 0.03% 466
2018
Q1 		$547K Sell
13,666
-1,507
-10% -$60.7K 0.04% 419
2017
Q4 		$614K Buy
15,173
+851
+6% +$33.2K 0.05% 385
2017
Q3 		$550K Sell
14,322
-4
-0% -$155 0.05% 395
2017
Q2 		$546K Buy
14,326
+2,185
+18% +$84.4K 0.05% 379
2017
Q1 		$454K Buy
12,141
+1,475
+14% +$54.6K 0.04% 428
2016
Q4 		$385K Sell
10,666
-884
-8% -$33.7K 0.04% 438
2016
Q3 		$482K Buy
11,550
+20
+0.2% +$841 0.06% 356
2016
Q2 		$478K Sell
11,530
-268
-2% -$11.2K 0.06% 337
2016
Q1 		$489K Sell
11,798
-635
-5% -$24.5K 0.07% 314
2015
Q4 		$486K Sell
12,433
-939
-7% -$37.8K 0.07% 322
2015
Q3 		$526K Sell
13,372
-5,649
-30% -$230K 0.08% 283
2015
Q2 		$796K Sell
19,021
-190
-1% -$8.34K 0.11% 226
2015
Q1 		$832K Buy
19,211
+2,308
+14% +$100K 0.11% 226
2014
Q4 		$703K Buy
+16,903
New +$708K 0.09% 252

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Sigma Planning Corp's RWX Position: Q4 2020 in Review

Sigma Planning Corp sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2020, closing a stake of 6,844 shares — an estimated $203K sold.

Sigma Planning Corp first reported a position in RWX in Q4 2014 and held it in 22 quarters. The position peaked at $832K in Q1 2015. 169 funds tracked by Wall St. Rank hold RWX as of Q4 2020.

  • Sigma Planning Corp reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 6,844 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2020, an estimated $203K.
  • Sigma Planning Corp first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 22 quarters.
  • Sigma Planning Corp's State Street SPDR Dow Jones International Real Estate ETF position peaked at $832K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.