Veritable’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Veritable’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
2018 Q1	–	Sell	-7,790	Closed	-$315K	–	823
2017 Q4	$315K	Hold	7,790	–	–	0.01%	617
2017 Q3	$299K	Buy	+7,790	New	+$302K	0.01%	615
2015 Q3	–	Sell	-8,015	Closed	-$336K	–	747
2015 Q2	$336K	Sell	8,015 -2,888	-26%	-$127K	0.01%	567
2015 Q1	$472K	Sell	10,903 -21	-0.2%	-$914	0.01%	619
2014 Q4	$454K	Sell	10,924 -1,480	-12%	-$62K	0.01%	626
2014 Q3	$514K	Hold	12,404	–	–	0.01%	598
2014 Q2	$549K	Sell	12,404 -17	-0.1%	-$735	0.01%	575
2014 Q1	$511K	Sell	12,421 -17,812	-59%	-$724K	0.01%	586
2013 Q4	$1.25M	Buy	30,233 +20,568	+213%	+$867K	0.03%	345
2013 Q3	$407K	Buy	9,665 +27	+0.3%	+$1.1K	0.01%	636
2013 Q2	$385K	Buy	+9,638	New	+$417K	0.01%	645

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Veritable's RWX Position: Q1 2018 in Review

Veritable sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2018, closing a stake of 7,790 shares — an estimated $315K sold.

Veritable first reported a position in RWX in Q2 2013 and held it in 11 quarters. The position peaked at $1.25M in Q4 2013. 219 funds tracked by Wall St. Rank hold RWX as of Q1 2018.

Veritable reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Veritable sold 7,790 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2018, an estimated $315K.
Veritable first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 11 quarters.
Veritable's State Street SPDR Dow Jones International Real Estate ETF position peaked at $1.25M in Q4 2013.
219 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2018.

Based on Veritable's 13F filing for Q1 2018, filed 14 May 2018.