WFG Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

WFG Advisors’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
2015 Q4	–	Sell	-4	Closed	–	–	1661
2015 Q3	$0	Sell	4 -159	-98%	-$6.48K	﹤0.01%	1696
2015 Q2	$7K	Sell	163 -85	-34%	-$3.73K	﹤0.01%	1277
2015 Q1	$11K	Sell	248 -36	-13%	-$1.57K	﹤0.01%	1178
2014 Q4	$12K	Sell	284 -207	-42%	-$8.68K	﹤0.01%	1396
2014 Q3	$20K	Buy	491 +2	+0.4%	+$88	﹤0.01%	1281
2014 Q2	$22K	Buy	489 +1	+0.2%	+$43	﹤0.01%	1240
2014 Q1	$20K	Sell	488 -454	-48%	-$18.4K	﹤0.01%	1254
2013 Q4	$39K	Sell	942 -1,797	-66%	-$75.7K	0.01%	1096
2013 Q3	$115K	Buy	2,739 +1,798	+191%	+$73.3K	0.02%	663
2013 Q2	$38K	Buy	+941	New	+$40.8K	0.01%	992

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

WFG Advisors's RWX Position: Q4 2015 in Review

WFG Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q4 2015, closing a stake of 4 shares.

WFG Advisors first reported a position in RWX in Q2 2013 and held it in 10 quarters. The position peaked at $115K in Q3 2013. 203 funds tracked by Wall St. Rank hold RWX as of Q4 2015.

WFG Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q4 2015 after selling out during the quarter.
WFG Advisors sold 4 State Street SPDR Dow Jones International Real Estate ETF shares in Q4 2015.
WFG Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 10 quarters.
WFG Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $115K in Q3 2013.
203 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q4 2015.

Based on WFG Advisors's 13F filing for Q4 2015, filed 9 Feb 2016.