Chicago Partners Investment Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Chicago Partners Investment Group’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 Q1	–	Sell	-4,450	Closed	-$210K	–	366
2019 Q4	$210K	Buy	+4,450	New	+$199K	0.03%	341
2019 Q3	–	Sell	-4,450	Closed	-$202K	–	335
2019 Q2	$202K	Hold	4,450	–	–	0.03%	309
2019 Q1	$203K	Sell	4,450 -1,000	-18%	-$43.7K	0.03%	301
2018 Q4	$233K	Buy	+5,450	New	+$230K	0.03%	283
2015 Q1	–	Sell	-1,200	Closed	-$53K	–	500
2014 Q4	$53K	Buy	+1,200	New	+$55.5K	0.02%	221

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Chicago Partners Investment Group's EWX Position: Q1 2020 in Review

Chicago Partners Investment Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 4,450 shares — an estimated $210K sold.

Chicago Partners Investment Group first reported a position in EWX in Q4 2014 and held it in 5 quarters. The position peaked at $233K in Q4 2018. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

Chicago Partners Investment Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 4,450 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $210K.
Chicago Partners Investment Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2014 and held it in 5 quarters.
Chicago Partners Investment Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $233K in Q4 2018.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on Chicago Partners Investment Group's 13F filing for Q1 2020, filed 22 Apr 2020.