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

Sterling Investment Advisors (Pennsylvania)’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 Q1	–	Sell	-705	Closed	-$27K	–	431
2019 Q4	$27K	Hold	705	–	–	0.01%	269
2019 Q3	$28K	Hold	705	–	–	0.01%	263
2019 Q2	$27K	Hold	705	–	–	0.01%	272
2019 Q1	$28K	Hold	705	–	–	0.01%	267
2018 Q4	$24K	Sell	705 -705	-50%	-$26K	0.01%	269
2018 Q3	$54K	Buy	1,410 +705	+100%	+$27.6K	0.03%	214
2018 Q2	$27K	Buy	+705	New	+$28.3K	0.02%	265

Other funds holding RWX

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

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

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

MFM

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s RWX Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 705 shares — an estimated $27K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in RWX in Q2 2018 and held it in 7 quarters. The position peaked at $54K in Q3 2018. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 705 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $27K.
Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $54K in Q3 2018.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.