VCP
RWX icon

Vista Capital Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Vista Capital Partners’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
-5,587
Closed -$216K – 60
2019
Q4 		$216K Sell
5,587
-712
-11% -$28.7K 0.04% 63
2019
Q3 		$249K Sell
6,299
-35
-0.6% -$1.36K 0.05% 55
2019
Q2 		$245K Sell
6,334
-165
-3% -$6.4K 0.05% 51
2019
Q1 		$255K Buy
6,499
+254
+4% +$9.68K 0.05% 44
2018
Q4 		$220K Buy
6,245
+142
+2% +$5.23K 0.05% 47
2018
Q3 		$233K Buy
6,103
+43
+0.7% +$1.68K 0.05% 51
2018
Q2 		$237K Sell
6,060
-565
-9% -$22.7K 0.05% 46
2018
Q1 		$265K Buy
6,625
+254
+4% +$10.2K 0.06% 41
2017
Q4 		$258K Buy
6,371
+422
+7% +$16.5K 0.06% 43
2017
Q3 		$228K Buy
5,949
+616
+12% +$23.9K 0.05% 48
2017
Q2 		$203K Buy
+5,333
New +$206K 0.05% 50
2017
Q1 		– Sell
-5,572
Closed -$201K – 53
2016
Q4 		$201K Buy
5,572
+747
+15% +$28.5K 0.05% 51
2016
Q3 		$201K Sell
4,825
-70
-1% -$2.94K 0.06% 46
2016
Q2 		$203K Sell
4,895
-2,240
-31% -$93.7K 0.06% 40
2016
Q1 		$296K Hold
7,135
– – 0.09% 29
2015
Q4 		$279K Sell
7,135
-200
-3% -$8.06K 0.09% 31
2015
Q3 		$289K Hold
7,335
– – 0.1% 31
2015
Q2 		$307K Sell
7,335
-600
-8% -$26.3K 0.1% 32
2015
Q1 		$344K Hold
7,935
– – 0.11% 30
2014
Q4 		$330K Hold
7,935
– – 0.1% 30
2014
Q3 		$329K Hold
7,935
– – 0.11% 30
2014
Q2 		$351K Hold
7,935
– – 0.11% 30
2014
Q1 		$327K Hold
7,935
– – 0.11% 30
2013
Q4 		$327K Sell
7,935
-42
-0.5% -$1.77K 0.12% 29
2013
Q3 		$336K Sell
7,977
-500
-6% -$20.4K 0.13% 28
2013
Q2 		$338K Buy
+8,477
New +$367K 0.13% 28

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vista Capital Partners's RWX Position: Q1 2020 in Review

Vista Capital Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 5,587 shares — an estimated $216K sold.

Vista Capital Partners first reported a position in RWX in Q2 2013 and held it in 26 quarters. The position peaked at $351K in Q2 2014. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

  • Vista Capital Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Vista Capital Partners sold 5,587 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $216K.
  • Vista Capital Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 26 quarters.
  • Vista Capital Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $351K in Q2 2014.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on Vista Capital Partners's 13F filing for Q1 2020, filed 7 May 2020.