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

CT Financial 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 Q3	–	Sell	-269	Closed	-$10.6K	–	653
2016 Q2	$10.6K	Hold	269	–	–	0.01%	421
2016 Q1	$10.4K	Buy	269 +1	+0.4%	+$36	0.01%	442
2015 Q4	$10.1K	Buy	268 +6	+2%	+$233	0.01%	451
2015 Q3	$9.69K	Buy	262 +1	+0.4%	+$40	0.01%	462
2015 Q2	$11.7K	Hold	261	–	–	0.01%	452
2015 Q1	$11.7K	Buy	261 +6	+2%	+$267	0.01%	449
2014 Q4	$11.3K	Buy	+255	New	+$11.8K	0.01%	373
2014 Q1	$11.7K	Buy	+261	New	+$11.9K	0.01%	449

Other funds holding EWX

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

NYLIM

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CT Financial Advisors's EWX Position: Q3 2016 in Review

CT Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2016, closing a stake of 269 shares — an estimated $10.6K sold.

CT Financial Advisors first reported a position in EWX in Q1 2014 and held it in 8 quarters. The position peaked at $11.7K in Q2 2015. 84 funds tracked by Wall St. Rank hold EWX as of Q3 2016.

CT Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2016 after selling out during the quarter.
CT Financial Advisors sold 269 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2016, an estimated $10.6K.
CT Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2014 and held it in 8 quarters.
CT Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $11.7K in Q2 2015.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.