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Berman Capital Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-15,182
Closed -$502K – 1663
2020
Q1 		$502K Buy
+15,182
New +$635K 0.16% 65

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OIA
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's EWX Position: Q2 2020 in Review

Berman Capital Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2020, closing a stake of 15,182 shares — an estimated $502K sold.

Berman Capital Advisors first reported a position in EWX in Q1 2020 and held it in 1 quarter. The position peaked at $502K in Q1 2020. 109 funds tracked by Wall St. Rank hold EWX as of Q2 2020.

  • Berman Capital Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 15,182 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2020, an estimated $502K.
  • Berman Capital Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $502K in Q1 2020.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.