WA
RWX icon

WealthTrust-Arizona’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

WealthTrust-Arizona’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
2014
Q4 		– Sell
-270
Closed -$11K – 661
2014
Q3 		$11K Buy
270
+5
+2% +$220 0.01% 402
2014
Q2 		$12K Buy
+265
New +$11.5K 0.01% 382

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WealthTrust-Arizona's RWX Position: Q4 2014 in Review

WealthTrust-Arizona sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2014, closing a stake of 270 shares — an estimated $11K sold.

WealthTrust-Arizona first reported a position in RWX in Q2 2014 and held it in 2 quarters. The position peaked at $12K in Q2 2014. 213 funds tracked by Wall St. Rank hold RWX as of Q4 2014.

  • WealthTrust-Arizona reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 270 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2014, an estimated $11K.
  • WealthTrust-Arizona first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's State Street SPDR Dow Jones International Real Estate ETF position peaked at $12K in Q2 2014.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2014.

Based on WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.