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New England Securities’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

New England Securities’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 		$4K Hold
100
– – ﹤0.01% 1323
2014
Q3 		$5K Hold
100
– – ﹤0.01% 1269
2014
Q2 		$5K Hold
100
– – ﹤0.01% 1308
2014
Q1 		$5K Buy
+100
New +$4.55K ﹤0.01% 1254

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 $1.87B AUM 50.61% 1-Year Est. Return

New England Securities's EWX Position: Q4 2014 in Review

New England Securities held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q4 2014 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

New England Securities first reported a position in EWX in Q1 2014 and has held it in 4 quarters since. The position peaked at $5K in Q3 2014. 95 funds tracked by Wall St. Rank hold EWX as of Q4 2014.

  • New England Securities held 100 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $4K as of Q4 2014.
  • New England Securities left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q4 2014.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1323 holding.
  • New England Securities first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2014 and has held it in 4 quarters since.
  • New England Securities's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q3 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 New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.