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Legacy Private Trust’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Legacy Private Trust’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
-4,948
Closed -$237K – 261
2014
Q3 		$237K Sell
4,948
-111
-2% -$5.6K 0.04% 231
2014
Q2 		$255K Buy
+5,059
New +$246K 0.04% 227

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

Legacy Private Trust's EWX Position: Q4 2014 in Review

Legacy Private Trust sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2014, closing a stake of 4,948 shares — an estimated $237K sold.

Legacy Private Trust first reported a position in EWX in Q2 2014 and held it in 2 quarters. The position peaked at $255K in Q2 2014. 95 funds tracked by Wall St. Rank hold EWX as of Q4 2014.

  • Legacy Private Trust reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2014 after selling out during the quarter.
  • Legacy Private Trust sold 4,948 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2014, an estimated $237K.
  • Legacy Private Trust first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2014 and held it in 2 quarters.
  • Legacy Private Trust's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $255K in Q2 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 Legacy Private Trust's 13F filing for Q4 2014, filed 16 Jan 2015.