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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-2,755
Closed -$124K 994
2015
Q2
$124K Buy
2,755
+2,035
+283% +$95.7K 0.01% 494
2015
Q1
$32K Buy
+720
New +$32K ﹤0.01% 696

Other funds holding EWX

Evercore Wealth Management's EWX Position: Q3 2015 in Review

Evercore Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2015, closing a stake of 2,755 shares — an estimated $124K sold.

Evercore Wealth Management first reported a position in EWX in Q1 2015 and held it in 2 quarters. The position peaked at $124K in Q2 2015. 73 funds tracked by Wall St. Rank hold EWX as of Q3 2015.

  • Evercore Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 2,755 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2015, an estimated $124K.
  • Evercore Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2015 and held it in 2 quarters.
  • Evercore Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $124K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.