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Winchester Group’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Winchester Group’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
2013
Q3 		$2.75M Sell
65,305
-6,260
-9% -$255K 0.61% 49
2013
Q2 		$2.85M Buy
+71,565
New +$3.1M 0.61% 44

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winchester Group's RWX Position: Q3 2013 in Review

Winchester Group reduced its State Street SPDR Dow Jones International Real Estate ETF (RWX) stake by 8.7% in Q3 2013, selling an estimated $255K and leaving 65,305 shares worth $2.75M. The position accounts for 0.61% of the portfolio, ranked #49.

Winchester Group first reported a position in RWX in Q2 2013 and has held it in 2 quarters since. The position peaked at $2.85M in Q2 2013. 171 funds tracked by Wall St. Rank hold RWX as of Q3 2013.

  • Winchester Group held 65,305 shares of State Street SPDR Dow Jones International Real Estate ETF worth $2.75M as of Q3 2013.
  • Winchester Group sold 6,260 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2013, an estimated $255K.
  • State Street SPDR Dow Jones International Real Estate ETF made up 0.61% of Winchester Group's portfolio in Q3 2013, its #49 holding.
  • Winchester Group first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2.85M in Q2 2013.
  • 171 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.