Squar Milner Financial Services’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Squar Milner Financial Services’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
2018 Q3	–	Sell	-704	Closed	-$28K	–	843
2018 Q2	$28K	Buy	+704	New	+$28.2K	0.02%	431

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Squar Milner Financial Services's RWX Position: Q3 2018 in Review

Squar Milner Financial Services sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2018, closing a stake of 704 shares — an estimated $28K sold.

Squar Milner Financial Services first reported a position in RWX in Q2 2018 and held it in 1 quarter. The position peaked at $28K in Q2 2018. 207 funds tracked by Wall St. Rank hold RWX as of Q3 2018.

Squar Milner Financial Services reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 704 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2018, an estimated $28K.
Squar Milner Financial Services first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's State Street SPDR Dow Jones International Real Estate ETF position peaked at $28K in Q2 2018.
207 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.