Emery Howard Portfolio Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Emery Howard Portfolio Management’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,756	Closed	-$237K	–	35
2017 Q3	$237K	Hold	6,756	–	–	0.05%	32
2017 Q2	$225K	Hold	6,756	–	–	0.05%	32
2017 Q1	$213K	Buy	+6,756	New	+$207K	0.05%	32
2016 Q4	–	Sell	-6,496	Closed	-$204K	–	34
2016 Q3	$204K	Buy	+6,496	New	+$198K	0.05%	32
2015 Q1	–	Sell	-33,346	Closed	-$911K	–	32
2014 Q4	$911K	Sell	33,346 -405	-1%	-$12.5K	0.26%	22
2014 Q3	$1.1M	Sell	33,751 -521	-2%	-$18K	0.35%	21
2014 Q2	$1.21M	Sell	34,272 -149	-0.4%	-$5.08K	0.37%	19
2014 Q1	$1.17M	Buy	34,421 +816	+2%	+$27.3K	0.38%	18
2013 Q4	$1.13M	Hold	33,605	–	–	0.38%	20
2013 Q3	$1.1M	Buy	33,605 +224	+0.7%	+$6.98K	0.4%	20
2013 Q2	$963K	Buy	+33,381	New	+$1.01M	0.37%	18

Other funds holding GWX

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Emery Howard Portfolio Management's GWX Position: Q4 2017 in Review

Emery Howard Portfolio Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q4 2017, closing a stake of 6,756 shares — an estimated $237K sold.

Emery Howard Portfolio Management first reported a position in GWX in Q2 2013 and held it in 11 quarters. The position peaked at $1.21M in Q2 2014. 129 funds tracked by Wall St. Rank hold GWX as of Q4 2017.

Emery Howard Portfolio Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q4 2017 after selling out during the quarter.
Emery Howard Portfolio Management sold 6,756 State Street SPDR S&P International Small Cap ETF shares in Q4 2017, an estimated $237K.
Emery Howard Portfolio Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2013 and held it in 11 quarters.
Emery Howard Portfolio Management's State Street SPDR S&P International Small Cap ETF position peaked at $1.21M in Q2 2014.
129 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q4 2017.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2017, filed 7 Feb 2018.