Reilly Financial Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Reilly Financial 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 Q1	–	Sell	-200	Closed	-$9K	–	1318
2014 Q4	$9K	Hold	200	–	–	﹤0.01%	528
2014 Q3	$10K	Hold	200	–	–	﹤0.01%	519
2014 Q2	$10K	Hold	200	–	–	﹤0.01%	551
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	570
2013 Q4	$9K	Hold	200	–	–	﹤0.01%	558
2013 Q3	$9K	Hold	200	–	–	﹤0.01%	492
2013 Q2	$9K	Buy	+200	New	+$9.53K	﹤0.01%	500

Other funds holding EWX

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

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

TFCP

Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Reilly Financial Advisors's EWX Position: Q1 2015 in Review

Reilly Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2015, closing a stake of 200 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in EWX in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q3 2014. 85 funds tracked by Wall St. Rank hold EWX as of Q1 2015.

Reilly Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2015 after selling out during the quarter.
Reilly Financial Advisors sold 200 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2015, an estimated $9K.
Reilly Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 7 quarters.
Reilly Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $10K in Q3 2014.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2015.

Based on Reilly Financial Advisors's 13F filing for Q1 2015, filed 15 May 2015.