Westchester Capital Management (Nebraska)’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Westchester Capital Management (Nebraska)’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 Q1	–	Sell	-882	Closed	-$36K	–	63
2013 Q4	$36K	Buy	882 +243	+38%	+$10.2K	0.02%	46
2013 Q3	$27K	Hold	639	–	–	0.02%	46
2013 Q2	$25K	Buy	+639	New	+$27.7K	0.02%	45

Other funds holding RWX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Westchester Capital Management (Nebraska)'s RWX Position: Q1 2014 in Review

Westchester Capital Management (Nebraska) sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2014, closing a stake of 882 shares — an estimated $36K sold.

Westchester Capital Management (Nebraska) first reported a position in RWX in Q2 2013 and held it in 3 quarters. The position peaked at $36K in Q4 2013. 184 funds tracked by Wall St. Rank hold RWX as of Q1 2014.

Westchester Capital Management (Nebraska) reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2014 after selling out during the quarter.
Westchester Capital Management (Nebraska) sold 882 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2014, an estimated $36K.
Westchester Capital Management (Nebraska) first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 3 quarters.
Westchester Capital Management (Nebraska)'s State Street SPDR Dow Jones International Real Estate ETF position peaked at $36K in Q4 2013.
184 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2014.

Based on Westchester Capital Management (Nebraska)'s 13F filing for Q1 2014, filed 2 May 2014.