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Boston Private Bank & Trust’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Boston Private Bank & Trust’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
2014
Q1 		– Sell
-100
Closed -$5K – 1042
2013
Q4 		$5K Buy
+100
New +$4.68K ﹤0.01% 927

Other funds holding EWX

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Boston Private Bank & Trust's EWX Position: Q1 2014 in Review

Boston Private Bank & Trust sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2014, closing a stake of 100 shares — an estimated $5K sold.

Boston Private Bank & Trust first reported a position in EWX in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 72 funds tracked by Wall St. Rank hold EWX as of Q1 2014.

  • Boston Private Bank & Trust reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 100 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2014, an estimated $5K.
  • Boston Private Bank & Trust first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2014.

Based on Boston Private Bank & Trust's 13F filing for Q1 2014, filed 15 Apr 2014.