Beacon Pointe Wealth Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio SPEU Stock Details SPEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$272K	Sell	7,670 -1,572	-17%	-$54.5K	0.05%	229
2019 Q3	$297K	Buy	9,242 +181	+2%	+$6.02K	0.06%	216
2019 Q2	$303K	Sell	9,061 -1,351	-13%	-$45.5K	0.06%	212
2019 Q1	$338K	Sell	10,412 -1,513	-13%	-$48.2K	0.08%	190
2018 Q4	$349K	Buy	+11,925	New	+$374K	0.13%	152

Other funds holding SPEU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SPEU Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its State Street SPDR Portfolio Europe ETF (SPEU) stake by 17% in Q4 2019, selling an estimated $54.5K and leaving 7,670 shares worth $272K. The position accounts for 0.05% of the portfolio, ranked #229.

Beacon Pointe Wealth Advisors first reported a position in SPEU in Q4 2018 and has held it in 5 quarters since. The position peaked at $349K in Q4 2018. 66 funds tracked by Wall St. Rank hold SPEU as of Q4 2019.

Beacon Pointe Wealth Advisors held 7,670 shares of State Street SPDR Portfolio Europe ETF worth $272K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,572 State Street SPDR Portfolio Europe ETF shares in Q4 2019, an estimated $54.5K.
State Street SPDR Portfolio Europe ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #229 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's State Street SPDR Portfolio Europe ETF position peaked at $349K in Q4 2018.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.