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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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return