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

WealthSource 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	-8,647	Closed	-$335K	–	412
2019 Q4	$335K	Sell	8,647 -15,811	-65%	-$636K	0.04%	294
2019 Q3	$967K	Buy	24,458 +2,420	+11%	+$94.1K	0.14%	150
2019 Q2	$854K	Buy	22,038 +11,996	+119%	+$466K	0.13%	167
2019 Q1	$394K	Buy	+10,042	New	+$383K	0.09%	211

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MFM

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

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WealthSource Partners's RWX Position: Q1 2020 in Review

WealthSource Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 8,647 shares — an estimated $335K sold.

WealthSource Partners first reported a position in RWX in Q1 2019 and held it in 4 quarters. The position peaked at $967K in Q3 2019. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

WealthSource Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
WealthSource Partners sold 8,647 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $335K.
WealthSource Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2019 and held it in 4 quarters.
WealthSource Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $967K in Q3 2019.
194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.