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

Choate 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
2016 Q2	–	Sell	-7,217	Closed	-$281K	–	236
2016 Q1	$281K	Sell	7,217 -528,411	-99%	-$19.1M	0.02%	204
2015 Q4	$23.7M	Buy	535,628 +125,167	+30%	+$4.87M	1.73%	12
2015 Q3	$15.2M	Sell	410,461 -248,495	-38%	-$9.91M	1.04%	14
2015 Q2	$29.7M	Sell	658,956 -8,205	-1%	-$386K	1.71%	12
2015 Q1	$29.9M	Buy	667,161 +130,238	+24%	+$5.8M	1.69%	13
2014 Q4	$23.8M	Buy	536,923 +503,295	+1,497%	+$23.3M	1.4%	12
2014 Q3	$1.61M	Buy	33,628 +22,618	+205%	+$1.14M	0.1%	89
2014 Q2	$554K	Sell	11,010 -3,664	-25%	-$178K	0.03%	170
2014 Q1	$696K	Sell	14,674 -1,664	-10%	-$75.7K	0.04%	154
2013 Q4	$758K	Sell	16,338 -4,139	-20%	-$194K	0.05%	140
2013 Q3	$931K	Sell	20,477 -11,597	-36%	-$520K	0.07%	122
2013 Q2	$1.41M	Buy	+32,074	New	+$1.53M	0.11%	95

Other funds holding EWX

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Choate Investment Advisors's EWX Position: Q2 2016 in Review

Choate Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2016, closing a stake of 7,217 shares — an estimated $281K sold.

Choate Investment Advisors first reported a position in EWX in Q2 2013 and held it in 12 quarters. The position peaked at $29.9M in Q1 2015. 84 funds tracked by Wall St. Rank hold EWX as of Q2 2016.

Choate Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2016 after selling out during the quarter.
Choate Investment Advisors sold 7,217 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2016, an estimated $281K.
Choate Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 12 quarters.
Choate Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $29.9M in Q1 2015.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2016.

Based on Choate Investment Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.