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

Howe & Rusling’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
Q3 		– Sell
-130
Closed -$5K – 1056
2016
Q2 		$5K Hold
130
– – ﹤0.01% 627
2016
Q1 		$5K Buy
+130
New +$4.7K ﹤0.01% 661

Other funds holding EWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's EWX Position: Q3 2016 in Review

Howe & Rusling sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2016, closing a stake of 130 shares — an estimated $5K sold.

Howe & Rusling first reported a position in EWX in Q1 2016 and held it in 2 quarters. The position peaked at $5K in Q2 2016. 84 funds tracked by Wall St. Rank hold EWX as of Q3 2016.

  • Howe & Rusling reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2016 after selling out during the quarter.
  • Howe & Rusling sold 130 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2016, an estimated $5K.
  • Howe & Rusling first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2016 and held it in 2 quarters.
  • Howe & Rusling's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q2 2016.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.