Simplicity Solutions’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Simplicity Solutions’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 Q3	–	Sell	-7,794	Closed	-$225K	–	936
2020 Q2	$225K	Buy	+7,794	New	+$220K	﹤0.01%	796
2020 Q1	–	Sell	-14,541	Closed	-$564K	–	877
2019 Q4	$564K	Buy	14,541 +6,341	+77%	+$255K	0.02%	513
2019 Q3	$324K	Buy	+8,200	New	+$319K	0.01%	519
2019 Q2	–	Sell	-7,520	Closed	-$295K	–	828
2019 Q1	$295K	Sell	7,520 -3,478	-32%	-$133K	0.02%	542
2018 Q4	$389K	Buy	10,998 +3,328	+43%	+$123K	0.05%	370
2018 Q3	$293K	Sell	7,670 -1,347	-15%	-$52.7K	0.02%	387
2018 Q2	$353K	Sell	9,017 -1,461	-14%	-$58.6K	0.03%	314
2018 Q1	$419K	Sell	10,478 -758	-7%	-$30.5K	0.04%	230
2017 Q4	$455K	Buy	+11,236	New	+$438K	0.04%	227
2017 Q3	–	Sell	-13,345	Closed	-$508K	–	344
2017 Q2	$508K	Buy	13,345 +2,333	+21%	+$90.2K	0.06%	238
2017 Q1	$412K	Buy	+11,012	New	+$408K	0.06%	256

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Simplicity Solutions's RWX Position: Q3 2020 in Review

Simplicity Solutions sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 7,794 shares — an estimated $225K sold.

Simplicity Solutions first reported a position in RWX in Q1 2017 and held it in 11 quarters. The position peaked at $564K in Q4 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

Simplicity Solutions reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 7,794 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $225K.
Simplicity Solutions first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2017 and held it in 11 quarters.
Simplicity Solutions's State Street SPDR Dow Jones International Real Estate ETF position peaked at $564K in Q4 2019.
167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.