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Retirement Planning Group (Kansas)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Retirement Planning Group (Kansas)’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
2016
Q4 		– Sell
-6,096
Closed -$263K – 53
2016
Q3 		$263K Sell
6,096
-68,947
-92% -$2.89M 0.09% 44
2016
Q2 		$2.95M Buy
75,043
+1,118
+2% +$43.1K 1% 17
2016
Q1 		$2.88M Buy
73,925
+5,860
+9% +$212K 1.02% 17
2015
Q4 		$2.57M Buy
68,065
+4,238
+7% +$165K 0.95% 17
2015
Q3 		$2.36M Buy
63,827
+7,966
+14% +$318K 1.04% 17
2015
Q2 		$2.52M Buy
55,861
+2,275
+4% +$107K 1.03% 19
2015
Q1 		$2.4M Buy
53,586
+5,646
+12% +$251K 0.96% 21
2014
Q4 		$2.13M Buy
47,940
+4,835
+11% +$223K 0.66% 27
2014
Q3 		$2.07M Buy
43,105
+906
+2% +$45.7K 0.64% 25
2014
Q2 		$2.12M Buy
42,199
+2,240
+6% +$109K 0.64% 27
2014
Q1 		$1.9M Buy
39,959
+3,633
+10% +$165K 0.61% 30
2013
Q4 		$1.69M Buy
36,326
+460
+1% +$21.5K 0.6% 29
2013
Q3 		$1.63M Buy
35,866
+3,744
+12% +$168K 0.59% 32
2013
Q2 		$1.41M Buy
+32,122
New +$1.53M 0.58% 36

Other funds holding EWX

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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
VAIA
Virtus Alternative Investment Advisers Hartford, Connecticut $6.71M AUM 36.98% 1-Year Est. Return

Retirement Planning Group (Kansas)'s EWX Position: Q4 2016 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2016, closing a stake of 6,096 shares — an estimated $263K sold.

Retirement Planning Group (Kansas) first reported a position in EWX in Q2 2013 and held it in 14 quarters. The position peaked at $2.95M in Q2 2016. 94 funds tracked by Wall St. Rank hold EWX as of Q4 2016.

  • Retirement Planning Group (Kansas) reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 6,096 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2016, an estimated $263K.
  • Retirement Planning Group (Kansas) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 14 quarters.
  • Retirement Planning Group (Kansas)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.95M in Q2 2016.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2016.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2016, filed 30 Jan 2017.