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

Focused 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
2014
Q1 		– Sell
-20
Closed -$1K – 635
2013
Q4 		$1K Hold
20
– – ﹤0.01% 586
2013
Q3 		$1K Buy
+20
New +$897 ﹤0.01% 554

Other funds holding EWX

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Focused Wealth Management's EWX Position: Q1 2014 in Review

Focused Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2014, closing a stake of 20 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in EWX in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 72 funds tracked by Wall St. Rank hold EWX as of Q1 2014.

  • Focused Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2014 after selling out during the quarter.
  • Focused Wealth Management sold 20 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2014, an estimated $1K.
  • Focused Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2013 and held it in 2 quarters.
  • Focused Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2014.

Based on Focused Wealth Management's 13F filing for Q1 2014, filed 5 May 2014.