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Wealthspire Advisors (Maryland)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q3 		– Sell
-75
Closed -$3K – 2424
2017
Q2 		$3K Buy
+75
New +$2.9K ﹤0.01% 1911

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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

Wealthspire Advisors (Maryland)'s RWX Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2017, closing a stake of 75 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in RWX in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 195 funds tracked by Wall St. Rank hold RWX as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 75 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $3K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.