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HL Financial Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

HL Financial Services’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
Q4 		– Sell
-6,594
Closed -$316K – 678
2014
Q3 		$316K Buy
6,594
+635
+11% +$32K 0.01% 535
2014
Q2 		$300K Buy
+5,959
New +$290K 0.01% 552

Other funds holding EWX

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 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

HL Financial Services's EWX Position: Q4 2014 in Review

HL Financial Services sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2014, closing a stake of 6,594 shares — an estimated $316K sold.

HL Financial Services first reported a position in EWX in Q2 2014 and held it in 2 quarters. The position peaked at $316K in Q3 2014. 95 funds tracked by Wall St. Rank hold EWX as of Q4 2014.

  • HL Financial Services reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 6,594 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2014, an estimated $316K.
  • HL Financial Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2014 and held it in 2 quarters.
  • HL Financial Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $316K in Q3 2014.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.