KCM Investment Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

KCM Investment Advisors’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
2015 Q3	–	Sell	-5,675	Closed	-$256K	–	530
2015 Q2	$256K	Sell	5,675 -609	-10%	-$28.6K	0.02%	467
2015 Q1	$281K	Buy	6,284 +609	+11%	+$27.1K	0.02%	438
2014 Q4	$252K	Buy	+5,675	New	+$262K	0.02%	451

Other funds holding EWX

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

KCM Investment Advisors's EWX Position: Q3 2015 in Review

KCM Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2015, closing a stake of 5,675 shares — an estimated $256K sold.

KCM Investment Advisors first reported a position in EWX in Q4 2014 and held it in 3 quarters. The position peaked at $281K in Q1 2015. 73 funds tracked by Wall St. Rank hold EWX as of Q3 2015.

KCM Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2015 after selling out during the quarter.
KCM Investment Advisors sold 5,675 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2015, an estimated $256K.
KCM Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2014 and held it in 3 quarters.
KCM Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $281K in Q1 2015.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2015.

Based on KCM Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.