Long Wharf Investors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$632K Sell
12,561
-1,110
-8% -$53.9K 0.5% 58
2014
Q1
$649K Sell
13,671
-31,578
-70% -$1.44M 0.56% 49
2013
Q4
$2.1M Buy
45,249
+1,234
+3% +$57.7K 1.9% 15
2013
Q3
$2M Buy
44,015
+14,270
+48% +$640K 1.91% 14
2013
Q2
$1.31M Buy
+29,745
New +$1.42M 1.29% 23

Other funds holding EWX

Long Wharf Investors's EWX Position: Q2 2014 in Review

Long Wharf Investors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 8.1% in Q2 2014, selling an estimated $53.9K and leaving 12,561 shares worth $632K. The position accounts for 0.5% of the portfolio, ranked #58.

Long Wharf Investors first reported a position in EWX in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2013. 88 funds tracked by Wall St. Rank hold EWX as of Q2 2014.

  • Long Wharf Investors held 12,561 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $632K as of Q2 2014.
  • Long Wharf Investors sold 1,110 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2014, an estimated $53.9K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.5% of Long Wharf Investors's portfolio in Q2 2014, its #58 holding.
  • Long Wharf Investors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 5 quarters since.
  • Long Wharf Investors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.1M in Q4 2013.
  • 88 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.