High Point Bank & Trust’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

High Point Bank & Trust’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	$25K	Sell	628 -16	-2%	-$665	0.01%	276
2016 Q3	$28K	Buy	644 +16	+3%	+$670	0.01%	274
2016 Q2	$25K	Hold	628	–	–	0.01%	274
2016 Q1	$25K	Hold	628	–	–	0.01%	275
2015 Q4	$23K	Sell	628 -132	-17%	-$5.13K	0.01%	290
2015 Q3	$28K	Sell	760 -223	-23%	-$8.89K	0.01%	282
2015 Q2	$44K	Sell	983 -38	-4%	-$1.79K	0.01%	246
2015 Q1	$46K	Sell	1,021 -58,894	-98%	-$2.62M	0.01%	251
2014 Q4	$2.66M	Buy	59,915 +8,340	+16%	+$385K	0.9%	30
2014 Q3	$2.48M	Sell	51,575 -68	-0.1%	-$3.43K	0.82%	33
2014 Q2	$2.6M	Sell	51,643 -607	-1%	-$29.5K	0.85%	29
2014 Q1	$2.48M	Buy	52,250 +844	+2%	+$38.4K	0.81%	33
2013 Q4	$2.38M	Buy	51,406 +1,760	+4%	+$82.3K	0.79%	34
2013 Q3	$2.26M	Sell	49,646 -442	-0.9%	-$19.8K	0.78%	32
2013 Q2	$2.21M	Buy	+50,088	New	+$2.39M	0.75%	34

Other funds holding EWX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

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

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

High Point Bank & Trust's EWX Position: Q4 2016 in Review

High Point Bank & Trust reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.5% in Q4 2016, selling an estimated $665 and leaving 628 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #276.

High Point Bank & Trust first reported a position in EWX in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.66M in Q4 2014. 94 funds tracked by Wall St. Rank hold EWX as of Q4 2016.

High Point Bank & Trust held 628 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $25K as of Q4 2016.
High Point Bank & Trust sold 16 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2016, an estimated $665.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #276 holding.
High Point Bank & Trust first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 15 quarters since.
High Point Bank & Trust's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.66M in Q4 2014.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.