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

Valeo Financial 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 Q2	–	Sell	-1,892	Closed	-$53K	–	2134
2020 Q1	$53K	Hold	1,892	–	–	0.01%	588
2019 Q4	$73K	Hold	1,892	–	–	0.01%	526
2019 Q3	$75K	Hold	1,892	–	–	0.01%	496
2019 Q2	$73K	Buy	+1,892	New	+$73.4K	0.01%	504
2018 Q3	–	Sell	-535	Closed	-$21K	–	1847
2018 Q2	$21K	Buy	+535	New	+$21.5K	﹤0.01%	753

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Valeo Financial Advisors's RWX Position: Q2 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 1,892 shares — an estimated $53K sold.

Valeo Financial Advisors first reported a position in RWX in Q2 2018 and held it in 5 quarters. The position peaked at $75K in Q3 2019. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

Valeo Financial Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,892 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $53K.
Valeo Financial Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2018 and held it in 5 quarters.
Valeo Financial Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $75K in Q3 2019.
173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.