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

Klingman & Associates’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
2019 Q2	–	Sell	-8,860	Closed	-$395K	–	121
2019 Q1	$395K	Hold	8,860	–	–	0.08%	80
2018 Q4	$363K	Hold	8,860	–	–	0.08%	74
2018 Q3	$397K	Hold	8,860	–	–	0.08%	73
2018 Q2	$420K	Hold	8,860	–	–	0.09%	71
2018 Q1	$465K	Hold	8,860	–	–	0.1%	66
2017 Q4	$461K	Hold	8,860	–	–	0.1%	73
2017 Q3	$439K	Hold	8,860	–	–	0.11%	64
2017 Q2	$413K	Hold	8,860	–	–	0.11%	64
2017 Q1	$402K	Hold	8,860	–	–	0.11%	67
2016 Q4	$352K	Buy	+8,860	New	+$368K	0.11%	66

Other funds holding EWX

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Klingman & Associates's EWX Position: Q2 2019 in Review

Klingman & Associates sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2019, closing a stake of 8,860 shares — an estimated $395K sold.

Klingman & Associates first reported a position in EWX in Q4 2016 and held it in 10 quarters. The position peaked at $465K in Q1 2018. 120 funds tracked by Wall St. Rank hold EWX as of Q2 2019.

Klingman & Associates reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2019 after selling out during the quarter.
Klingman & Associates sold 8,860 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2019, an estimated $395K.
Klingman & Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2016 and held it in 10 quarters.
Klingman & Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $465K in Q1 2018.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2019.

Based on Klingman & Associates's 13F filing for Q2 2019, filed 24 Jul 2019.