Triangle Securities Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Triangle Securities Wealth Management’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	–	Sell	-4,387	Closed	-$210K	–	135
2014 Q3	$210K	Hold	4,387	–	–	0.16%	117
2014 Q2	$221K	Sell	4,387 -2,443	-36%	-$119K	0.17%	118
2014 Q1	$328K	Buy	6,830 +1,443	+27%	+$65.7K	0.29%	90
2013 Q4	$250K	Sell	5,387 -1,750	-25%	-$81.8K	0.2%	109
2013 Q3	$325K	Sell	7,137 -915	-11%	-$41K	0.28%	94
2013 Q2	$354K	Buy	+8,052	New	+$384K	0.26%	92

Other funds holding EWX

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

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 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 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 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

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

Triangle Securities Wealth Management's EWX Position: Q4 2014 in Review

Triangle Securities Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2014, closing a stake of 4,387 shares — an estimated $210K sold.

Triangle Securities Wealth Management first reported a position in EWX in Q2 2013 and held it in 6 quarters. The position peaked at $354K in Q2 2013. 95 funds tracked by Wall St. Rank hold EWX as of Q4 2014.

Triangle Securities Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2014 after selling out during the quarter.
Triangle Securities Wealth Management sold 4,387 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2014, an estimated $210K.
Triangle Securities Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 6 quarters.
Triangle Securities Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $354K in Q2 2013.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2014.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2014, filed 8 Jan 2015.