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Capital Directions Investment Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Capital Directions Investment 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
2017
Q3 		– Sell
-121
Closed -$6K – 105
2017
Q2 		$6K Buy
+121
New +$5.58K ﹤0.01% 93

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Capital Directions Investment Advisors's EWX Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2017, closing a stake of 121 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in EWX in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 93 funds tracked by Wall St. Rank hold EWX as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 121 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2017, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6K in Q2 2017.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.