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

Sequoia 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
2017
Q2 		– Sell
-4,635
Closed -$210K – 287
2017
Q1 		$210K Buy
+4,635
New +$201K 0.03% 256

Other funds holding EWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
AC
AFAM Capital Austin, Texas $718M AUM 12.09% 1-Year Est. Return

Sequoia Financial Advisors's EWX Position: Q2 2017 in Review

Sequoia Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2017, closing a stake of 4,635 shares — an estimated $210K sold.

Sequoia Financial Advisors first reported a position in EWX in Q1 2017 and held it in 1 quarter. The position peaked at $210K in Q1 2017. 96 funds tracked by Wall St. Rank hold EWX as of Q2 2017.

  • Sequoia Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,635 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2017, an estimated $210K.
  • Sequoia Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2017 and held it in 1 quarter.
  • Sequoia Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $210K in Q1 2017.
  • 96 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2017.

Based on Sequoia Financial Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.