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Sterling Investment Advisors (Missouri)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Sterling Investment Advisors (Missouri)’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
2019
Q4 		– Sell
-6,429
Closed -$254K – 28
2019
Q3 		$254K Buy
6,429
+60
+0.9% +$2.33K 0.2% 25
2019
Q2 		$247K Buy
6,369
+71
+1% +$2.76K 0.2% 25
2019
Q1 		$247K Sell
6,298
-52
-0.8% -$1.98K 0.2% 25
2018
Q4 		$224K Buy
6,350
+161
+3% +$5.93K 0.2% 25
2018
Q3 		$237K Buy
6,189
+63
+1% +$2.46K 0.19% 24
2018
Q2 		$240K Buy
6,126
+37
+0.6% +$1.49K 0.2% 24
2018
Q1 		$244K Buy
6,089
+31
+0.5% +$1.25K 0.2% 25
2017
Q4 		$245K Buy
6,058
+31
+0.5% +$1.21K 0.2% 24
2017
Q3 		$231K Buy
6,027
+376
+7% +$14.6K 0.2% 24
2017
Q2 		$215K Buy
5,651
+54
+1% +$2.09K 0.2% 24
2017
Q1 		$209K Buy
5,597
+30
+0.5% +$1.11K 0.2% 24
2016
Q4 		$201K Buy
5,567
+234
+4% +$8.92K 0.21% 23
2016
Q3 		$222K Sell
5,333
-314
-6% -$13.2K 0.23% 23
2016
Q2 		$234K Sell
5,647
-51
-0.9% -$2.13K 0.24% 29
2016
Q1 		$236K Buy
5,698
+22
+0.4% +$848 0.25% 27
2015
Q4 		$222K Sell
5,676
-131
-2% -$5.28K 0.24% 26
2015
Q3 		$228K Buy
5,807
+104
+2% +$4.24K 0.26% 26
2015
Q2 		$239K Sell
5,703
-1,630
-22% -$71.6K 0.25% 26
2015
Q1 		$318K Sell
7,333
-268
-4% -$11.7K 0.32% 23
2014
Q4 		$316K Buy
+7,601
New +$319K 0.33% 23

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sterling Investment Advisors (Missouri)'s RWX Position: Q4 2019 in Review

Sterling Investment Advisors (Missouri) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2019, closing a stake of 6,429 shares — an estimated $254K sold.

Sterling Investment Advisors (Missouri) first reported a position in RWX in Q4 2014 and held it in 20 quarters. The position peaked at $318K in Q1 2015. 224 funds tracked by Wall St. Rank hold RWX as of Q4 2019.

  • Sterling Investment Advisors (Missouri) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • Sterling Investment Advisors (Missouri) sold 6,429 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2019, an estimated $254K.
  • Sterling Investment Advisors (Missouri) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 20 quarters.
  • Sterling Investment Advisors (Missouri)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $318K in Q1 2015.
  • 224 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2019.

Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q4 2019, filed 14 Feb 2020.