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Capital One Financial’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Capital One Financial’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
-8,810
Closed -$360K – 256
2020
Q2 		$360K Buy
8,810
+1,328
+18% +$49.8K 0.05% 214
2020
Q1 		$248K Buy
+7,482
New +$313K 0.04% 257

Other funds holding EWX

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IA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
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
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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Capital One Financial's EWX Position: Q3 2020 in Review

Capital One Financial sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 8,810 shares — an estimated $360K sold.

Capital One Financial first reported a position in EWX in Q1 2020 and held it in 2 quarters. The position peaked at $360K in Q2 2020. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

  • Capital One Financial reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Capital One Financial sold 8,810 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $360K.
  • Capital One Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2020 and held it in 2 quarters.
  • Capital One Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $360K in Q2 2020.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Capital One Financial's 13F filing for Q3 2020, filed 5 Nov 2020.