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Moneta Group Investment Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Moneta Group Investment Advisors’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
-285
Closed -$11K – 229
2015
Q3 		$11K Buy
+285
New +$11.4K ﹤0.01% 407

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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CG
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's EWX Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2015, closing a stake of 285 shares — an estimated $11K sold.

Moneta Group Investment Advisors first reported a position in EWX in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 74 funds tracked by Wall St. Rank hold EWX as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 285 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2015, an estimated $11K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $11K in Q3 2015.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.