The Family Firm’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

The Family Firm’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
2016 Q4	–	Sell	-4,912	Closed	-$205K	–	113
2016 Q3	$205K	Hold	4,912	–	–	0.1%	112
2016 Q2	$204K	Hold	4,912	–	–	0.1%	108
2016 Q1	$204K	Buy	+4,912	New	+$189K	0.1%	104
2015 Q3	–	Sell	-4,912	Closed	-$206K	–	110
2015 Q2	$206K	Sell	4,912 -300	-6%	-$13.2K	0.11%	104
2015 Q1	$226K	Buy	5,212 +300	+6%	+$13.1K	0.12%	97
2014 Q4	$204K	Buy	+4,912	New	+$206K	0.11%	104

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

The Family Firm's RWX Position: Q4 2016 in Review

The Family Firm sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2016, closing a stake of 4,912 shares — an estimated $205K sold.

The Family Firm first reported a position in RWX in Q4 2014 and held it in 6 quarters. The position peaked at $226K in Q1 2015. 192 funds tracked by Wall St. Rank hold RWX as of Q4 2016.

The Family Firm reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2016 after selling out during the quarter.
The Family Firm sold 4,912 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2016, an estimated $205K.
The Family Firm first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2014 and held it in 6 quarters.
The Family Firm's State Street SPDR Dow Jones International Real Estate ETF position peaked at $226K in Q1 2015.
192 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2016.

Based on The Family Firm's 13F filing for Q4 2016, filed 27 Jan 2017.