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Concert Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Concert Wealth Management’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
Q4 		– Sell
-114
Closed -$5K – 607
2016
Q3 		$5K Buy
+114
New +$4.78K ﹤0.01% 966

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Concert Wealth Management's EWX Position: Q4 2016 in Review

Concert Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2016, closing a stake of 114 shares — an estimated $5K sold.

Concert Wealth Management first reported a position in EWX in Q3 2016 and held it in 1 quarter. The position peaked at $5K in Q3 2016. 94 funds tracked by Wall St. Rank hold EWX as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 114 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2016, an estimated $5K.
  • Concert Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q3 2016.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.