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	–	1668
2019 Q3	$2K	Buy	+45	New	+$1.99K	﹤0.01%	1598
2016 Q4	–	Sell	-180,000	Closed	-$7.77M	–	1976
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	–	1319
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bessemer Group's EWX Position: Q4 2019 in Review

Bessemer Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2019, closing a stake of 45 shares — an estimated $2K sold.

Bessemer Group first reported a position in EWX in Q2 2013 and held it in 7 quarters. The position peaked at $77.9M in Q2 2013. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

Bessemer Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2019 after selling out during the quarter.
Bessemer Group sold 45 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019, an estimated $2K.
Bessemer Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 7 quarters.
Bessemer Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $77.9M in Q2 2013.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2019.

Based on Bessemer Group's 13F filing for Q4 2019, filed 4 Feb 2020.