TCI Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

TCI Wealth Advisors’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	-1,025	Closed	-$40K	–	1720
2019 Q4	$40K	Hold	1,025	–	–	0.02%	425
2019 Q3	$41K	Hold	1,025	–	–	0.02%	360
2019 Q2	$40K	Hold	1,025	–	–	0.02%	353
2019 Q1	$40K	Sell	1,025 -52	-5%	-$1.98K	0.02%	378
2018 Q4	$38K	Hold	1,077	–	–	0.02%	362
2018 Q3	$41K	Hold	1,077	–	–	0.02%	370
2018 Q2	$42K	Hold	1,077	–	–	0.02%	353
2018 Q1	$43K	Hold	1,077	–	–	0.02%	354
2017 Q4	$44K	Sell	1,077 -187	-15%	-$7.3K	0.02%	362
2017 Q3	$49K	Sell	1,264 -37	-3%	-$1.43K	0.02%	317
2017 Q2	$50K	Buy	1,301 +1,201	+1,201%	+$46.4K	0.03%	304
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	783
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	844
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	799
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	788
2016 Q1	$4K	Buy	+100	New	+$3.85K	﹤0.01%	783
2015 Q3	–	Sell	-173	Closed	-$7K	–	1008
2015 Q2	$7K	Buy	+173	New	+$7.6K	﹤0.01%	589
2015 Q1	–	Sell	-70	Closed	-$3K	–	945
2014 Q4	$3K	Sell	70 -1,930	-97%	-$80.9K	﹤0.01%	676
2014 Q3	$83K	Hold	2,000	–	–	0.05%	189
2014 Q2	$88K	Hold	2,000	–	–	0.05%	188
2014 Q1	$82K	Hold	2,000	–	–	0.05%	187
2013 Q4	$82K	Sell	2,000 -800	-29%	-$33.7K	0.05%	184
2013 Q3	$118K	Buy	2,800 +2,000	+250%	+$81.6K	0.09%	139
2013 Q2	$32K	Buy	+800	New	+$34.6K	0.02%	256

Other funds holding RWX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCI Wealth Advisors's RWX Position: Q1 2020 in Review

TCI Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 1,025 shares — an estimated $40K sold.

TCI Wealth Advisors first reported a position in RWX in Q2 2013 and held it in 24 quarters. The position peaked at $118K in Q3 2013. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

TCI Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 1,025 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $40K.
TCI Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 24 quarters.
TCI Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $118K in Q3 2013.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.