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Grimes & Company’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Grimes & Company’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
-147,317
Closed -$6.36M – 205
2016
Q3 		$6.36M Buy
+147,317
New +$6.17M 0.85% 32

Other funds holding EWX

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

Grimes & Company's EWX Position: Q4 2016 in Review

Grimes & Company sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2016, closing a stake of 147,317 shares — an estimated $6.36M sold.

Grimes & Company first reported a position in EWX in Q3 2016 and held it in 1 quarter. The position peaked at $6.36M in Q3 2016. 94 funds tracked by Wall St. Rank hold EWX as of Q4 2016.

  • Grimes & Company reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Grimes & Company sold 147,317 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2016, an estimated $6.36M.
  • Grimes & Company first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2016 and held it in 1 quarter.
  • Grimes & Company's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6.36M 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 Grimes & Company's 13F filing for Q4 2016, filed 24 Jan 2017.