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

WealthPLAN 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
2016 Q3	$23.7K	Hold	579	–	–	0.01%	449
2016 Q2	$24K	Buy	+579	New	+$24.2K	﹤0.01%	1309
2015 Q4	$22.6K	Buy	+579	New	+$23.3K	﹤0.01%	877
2015 Q2	$61K	Sell	1,470 -5,332	-78%	-$234K	0.03%	160
2015 Q1	$294K	Buy	+6,802	New	+$296K	0.14%	92

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

WealthPLAN Partners's RWX Position: Q3 2016 in Review

WealthPLAN Partners held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q3 2016 at 579 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #449.

WealthPLAN Partners first reported a position in RWX in Q1 2015 and has held it in 5 quarters since. The position peaked at $294K in Q1 2015. 208 funds tracked by Wall St. Rank hold RWX as of Q3 2016.

WealthPLAN Partners held 579 shares of State Street SPDR Dow Jones International Real Estate ETF worth $23.7K as of Q3 2016.
WealthPLAN Partners left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q3 2016.
State Street SPDR Dow Jones International Real Estate ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #449 holding.
WealthPLAN Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2015 and has held it in 5 quarters since.
WealthPLAN Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $294K in Q1 2015.
208 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.