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

Calton & Associates’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
2018
Q1 		– Sell
-2,653
Closed -$145K – 626
2017
Q4 		$145K Buy
+2,653
New +$134K 0.04% 411

Other funds holding EWX

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Calton & Associates's EWX Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2018, closing a stake of 2,653 shares — an estimated $145K sold.

Calton & Associates first reported a position in EWX in Q4 2017 and held it in 1 quarter. The position peaked at $145K in Q4 2017. 117 funds tracked by Wall St. Rank hold EWX as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,653 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2018, an estimated $145K.
  • Calton & Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $145K in Q4 2017.
  • 117 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.