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Stifel Nicolaus & Co’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$595K Sell
14,120
-12,556
-47% -$512K 0.01% 841
2013
Q2 		$1.06M Buy
+26,676
New +$1.16M 0.02% 606

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Nicolaus & Co's RWX Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 47% in Q3 2013, selling an estimated $512K and leaving 14,120 shares worth $595K. The position accounts for 0.01% of the portfolio, ranked #841.

Stifel Nicolaus & Co first reported a position in RWX in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.06M in Q2 2013. 171 funds tracked by Wall St. Rank hold RWX as of Q3 2013.

  • Stifel Nicolaus & Co held 14,120 shares of State Street SPDR Dow Jones International Real Estate ETF worth $595K as of Q3 2013.
  • Stifel Nicolaus & Co sold 12,556 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2013, an estimated $512K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #841 holding.
  • Stifel Nicolaus & Co first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.06M in Q2 2013.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.