Valtinson Bruner Financial Planning’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Valtinson Bruner Financial Planning’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 Q3	–	Sell	-6,710	Closed	-$201K	–	77
2020 Q2	$201K	Sell	6,710 -2,006	-23%	-$56.7K	0.14%	73
2020 Q1	$238K	Sell	8,716 -300	-3%	-$10.6K	0.19%	61
2019 Q4	$351K	Buy	9,016 +197	+2%	+$7.93K	0.25%	52
2019 Q3	$355K	Buy	+8,819	New	+$343K	0.29%	48

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Valtinson Bruner Financial Planning's RWX Position: Q3 2020 in Review

Valtinson Bruner Financial Planning sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2020, closing a stake of 6,710 shares — an estimated $201K sold.

Valtinson Bruner Financial Planning first reported a position in RWX in Q3 2019 and held it in 4 quarters. The position peaked at $355K in Q3 2019. 167 funds tracked by Wall St. Rank hold RWX as of Q3 2020.

Valtinson Bruner Financial Planning reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2020 after selling out during the quarter.
Valtinson Bruner Financial Planning sold 6,710 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2020, an estimated $201K.
Valtinson Bruner Financial Planning first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2019 and held it in 4 quarters.
Valtinson Bruner Financial Planning's State Street SPDR Dow Jones International Real Estate ETF position peaked at $355K in Q3 2019.
167 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2020.

Based on Valtinson Bruner Financial Planning's 13F filing for Q3 2020, filed 3 Nov 2020.