Mariner Wealth Advisors (Madison)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013 Q3	$14.6M	Sell	321,687 -15,551	-5%	-$698K	5.89%	5
2013 Q2	$14.8M	Buy	+337,238	New	+$16.1M	6.6%	5

Other funds holding EWX

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJA

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s EWX Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 4.6% in Q3 2013, selling an estimated $698K and leaving 321,687 shares worth $14.6M. The position accounts for 5.89% of the portfolio, ranked #5.

Mariner Wealth Advisors (Madison) first reported a position in EWX in Q2 2013 and has held it in 2 quarters since. The position peaked at $14.8M in Q2 2013. 66 funds tracked by Wall St. Rank hold EWX as of Q3 2013.

Mariner Wealth Advisors (Madison) held 321,687 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $14.6M as of Q3 2013.
Mariner Wealth Advisors (Madison) sold 15,551 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2013, an estimated $698K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 5.89% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #5 holding.
Mariner Wealth Advisors (Madison) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 2 quarters since.
Mariner Wealth Advisors (Madison)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $14.8M in Q2 2013.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.