Blue Bell Private Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Blue Bell Private Wealth Management’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 Q3	–	Sell	-100	Closed	–	–	178
2020 Q2	$0	Hold	100	–	–	﹤0.01%	185
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	180
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	171
2019 Q3	$4K	Sell	100 -75	-43%	-$3.31K	﹤0.01%	179
2019 Q2	$8K	Hold	175	–	–	﹤0.01%	159
2019 Q1	$8K	Hold	175	–	–	﹤0.01%	158
2018 Q4	$7K	Hold	175	–	–	﹤0.01%	174
2018 Q3	$8K	Sell	175 -125	-42%	-$5.82K	﹤0.01%	176
2018 Q2	$14K	Hold	300	–	–	0.01%	151
2018 Q1	$15K	Hold	300	–	–	0.01%	162
2017 Q4	$15K	Hold	300	–	–	0.01%	165
2017 Q3	$15K	Hold	300	–	–	0.01%	164
2017 Q2	$14K	Hold	300	–	–	0.01%	176
2017 Q1	$14K	Hold	300	–	–	0.01%	170
2016 Q4	$12K	Sell	300 -100	-25%	-$4.16K	0.01%	184
2016 Q3	$18K	Hold	400	–	–	0.01%	301
2016 Q2	$16K	Sell	400 -100	-20%	-$3.85K	0.01%	316
2016 Q1	$19K	Hold	500	–	–	0.01%	303
2015 Q4	$19K	Sell	500 -250	-33%	-$9.72K	0.01%	310
2015 Q3	$28K	Hold	750	–	–	0.02%	274
2015 Q2	$34K	Sell	750 -50	-6%	-$2.35K	0.02%	260
2015 Q1	$35K	Sell	800 -50	-6%	-$2.23K	0.02%	256
2014 Q4	$37K	Sell	850 -50	-6%	-$2.31K	0.02%	257
2014 Q3	$43K	Buy	+900	New	+$45.4K	0.03%	245

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Blue Bell Private Wealth Management's EWX Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 100 shares.

Blue Bell Private Wealth Management first reported a position in EWX in Q3 2014 and held it in 24 quarters. The position peaked at $43K in Q3 2014. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 100 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2014 and held it in 24 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $43K in Q3 2014.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.