Bessemer Group
EWX icon

Bessemer Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bessemer Group’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
2019
Q4 		– Sell
-45
Closed -$2K – 1673
2019
Q3 		$2K Buy
+45
New +$1.99K ﹤0.01% 1598
2016
Q4 		– Sell
-180,000
Closed -$7.77M – 1977
2016
Q3 		$7.77M Hold
180,000
– – 0.04% 250
2016
Q2 		$7.08M Hold
180,000
– – 0.04% 246
2016
Q1 		$7M Buy
+180,000
New +$6.5M 0.04% 233
2014
Q1 		– Sell
-875,000
Closed -$40.6M – 1320
2013
Q4 		$40.6M Sell
875,000
-410,154
-32% -$19.2M 0.29% 117
2013
Q3 		$58.5M Sell
1,285,154
-485,000
-27% -$21.8M 0.47% 80
2013
Q2 		$77.9M Buy
+1,770,154
New +$84.4M 0.7% 67

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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