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

Burt Wealth 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
2016 Q4	–	Sell	-145	Closed	-$5K	–	410
2016 Q3	$5K	Hold	145	–	–	0.01%	309
2016 Q2	$5K	Buy	+145	New	+$5.59K	0.01%	312

Other funds holding EWX

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

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

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

VAIA

Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Burt Wealth Advisors's EWX Position: Q4 2016 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2016, closing a stake of 145 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in EWX in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 94 funds tracked by Wall St. Rank hold EWX as of Q4 2016.

Burt Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 145 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2016, an estimated $5K.
Burt Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2016 and held it in 2 quarters.
Burt Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q3 2016.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.