AIP
EWX icon

Almanack Investment Partners’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Almanack Investment Partners’s Portfolio EWX Stock Details EWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,942
Closed -$621K – 187
2017
Q4 		$621K Buy
+11,942
New +$604K 0.25% 45

Other funds holding EWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Almanack Investment Partners's EWX Position: Q1 2018 in Review

Almanack Investment Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2018, closing a stake of 11,942 shares — an estimated $621K sold.

Almanack Investment Partners first reported a position in EWX in Q4 2017 and held it in 1 quarter. The position peaked at $621K in Q4 2017. 117 funds tracked by Wall St. Rank hold EWX as of Q1 2018.

  • Almanack Investment Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Almanack Investment Partners sold 11,942 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2018, an estimated $621K.
  • Almanack Investment Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 1 quarter.
  • Almanack Investment Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $621K in Q4 2017.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2018.

Based on Almanack Investment Partners's 13F filing for Q1 2018, filed 15 May 2018.