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WealthTrust-Arizona’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

WealthTrust-Arizona’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
-6,195
Closed -$297K – 634
2014
Q3 		$297K Buy
6,195
+4,099
+196% +$207K 0.33% 48
2014
Q2 		$105K Buy
+2,096
New +$102K 0.11% 103

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 $1.68B AUM 39.32% 1-Year Est. Return

WealthTrust-Arizona's EWX Position: Q4 2014 in Review

WealthTrust-Arizona sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2014, closing a stake of 6,195 shares — an estimated $297K sold.

WealthTrust-Arizona first reported a position in EWX in Q2 2014 and held it in 2 quarters. The position peaked at $297K in Q3 2014. 95 funds tracked by Wall St. Rank hold EWX as of Q4 2014.

  • WealthTrust-Arizona reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 6,195 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2014, an estimated $297K.
  • WealthTrust-Arizona first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2014 and held it in 2 quarters.
  • WealthTrust-Arizona's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $297K 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 WealthTrust-Arizona's 13F filing for Q4 2014, filed 22 Jan 2015.