Kings Point Capital Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Kings Point Capital Management’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 Q4	–	Sell	-1,450	Closed	-$54K	–	361
2015 Q3	$54K	Sell	1,450 -1,200	-45%	-$47.8K	0.01%	209
2015 Q2	$119K	Hold	2,650	–	–	0.03%	159
2015 Q1	$119K	Hold	2,650	–	–	0.03%	155
2014 Q4	$118K	Hold	2,650	–	–	0.03%	141
2014 Q3	$127K	Hold	2,650	–	–	0.04%	126
2014 Q2	$133K	Hold	2,650	–	–	0.04%	122
2014 Q1	$126K	Hold	2,650	–	–	0.04%	118
2013 Q4	$123K	Hold	2,650	–	–	0.04%	115
2013 Q3	$121K	Hold	2,650	–	–	0.05%	119
2013 Q2	$117K	Buy	+2,650	New	+$126K	0.05%	120

Other funds holding EWX

CIA

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

RJA

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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

NYLIM

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

TFA

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Kings Point Capital Management's EWX Position: Q4 2015 in Review

Kings Point Capital Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2015, closing a stake of 1,450 shares — an estimated $54K sold.

Kings Point Capital Management first reported a position in EWX in Q2 2013 and held it in 10 quarters. The position peaked at $133K in Q2 2014. 74 funds tracked by Wall St. Rank hold EWX as of Q4 2015.

Kings Point Capital Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2015 after selling out during the quarter.
Kings Point Capital Management sold 1,450 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2015, an estimated $54K.
Kings Point Capital Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 10 quarters.
Kings Point Capital Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $133K in Q2 2014.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2015.

Based on Kings Point Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.