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

Waverly 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
2015
Q4 		– Sell
-678
Closed -$27K – 341
2015
Q3 		$27K Buy
+678
New +$27.6K 0.02% 215
2014
Q1 		– Sell
-24
Closed -$1K – 812
2013
Q4 		$1K Sell
24
-23
-49% -$969 ﹤0.01% 809
2013
Q3 		$2K Buy
+47
New +$1.92K ﹤0.01% 545

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Waverly Advisors's RWX Position: Q4 2015 in Review

Waverly Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2015, closing a stake of 678 shares — an estimated $27K sold.

Waverly Advisors first reported a position in RWX in Q3 2013 and held it in 3 quarters. The position peaked at $27K in Q3 2015. 203 funds tracked by Wall St. Rank hold RWX as of Q4 2015.

  • Waverly Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2015 after selling out during the quarter.
  • Waverly Advisors sold 678 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2015, an estimated $27K.
  • Waverly Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q3 2013 and held it in 3 quarters.
  • Waverly Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $27K in Q3 2015.
  • 203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.