Chevy Chase Trust
EWX icon

Chevy Chase Trust’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Chevy Chase 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
2015
Q1 		– Sell
-100
Closed -$4K – 691
2014
Q4 		$4K Hold
100
– – ﹤0.01% 704
2014
Q3 		$5K Buy
100
+50
+100% +$2.52K ﹤0.01% 707
2014
Q2 		$3K Buy
+50
New +$2.43K ﹤0.01% 702

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CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Chevy Chase Trust's EWX Position: Q1 2015 in Review

Chevy Chase Trust sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2015, closing a stake of 100 shares — an estimated $4K sold.

Chevy Chase Trust first reported a position in EWX in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 85 funds tracked by Wall St. Rank hold EWX as of Q1 2015.

  • Chevy Chase Trust reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Chevy Chase Trust sold 100 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2015, an estimated $4K.
  • Chevy Chase Trust first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2014 and held it in 3 quarters.
  • Chevy Chase Trust's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q3 2014.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2015.

Based on Chevy Chase Trust's 13F filing for Q1 2015, filed 15 Apr 2015.