BRC
SMEZ

Bell Rock Capital’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

Bell Rock Capital’s Portfolio SMEZ Stock Details SMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-71
Closed -$4K – 362
2019
Q4 		$4K Buy
+71
New +$4.2K ﹤0.01% 339

Other funds holding SMEZ

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PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Bell Rock Capital's SMEZ Position: Q1 2020 in Review

Bell Rock Capital sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q1 2020, closing a stake of 71 shares — an estimated $4K sold.

Bell Rock Capital first reported a position in SMEZ in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 14 funds tracked by Wall St. Rank hold SMEZ as of Q1 2020.

  • Bell Rock Capital reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 71 SPDR EURO STOXX Small Cap ETF shares in Q1 2020, an estimated $4K.
  • Bell Rock Capital first reported a position in SPDR EURO STOXX Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • Bell Rock Capital's SPDR EURO STOXX Small Cap ETF position peaked at $4K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.