Berman Capital Advisors’s Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ FEUL Stock Holding History

Berman Capital Advisors’s Portfolio FEUL Stock Details FEUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-595	Closed	-$42K	–	1527
2018 Q4	$42K	Buy	+595	New	+$47K	0.02%	272

Other funds holding FEUL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.62B AUM 21.77% 1-Year Est. Return

Berman Capital Advisors's FEUL Position: Q1 2019 in Review

Berman Capital Advisors sold out of Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ (FEUL) in Q1 2019, closing a stake of 595 shares — an estimated $42K sold.

Berman Capital Advisors first reported a position in FEUL in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 9 funds tracked by Wall St. Rank hold FEUL as of Q1 2019.

Berman Capital Advisors reported no remaining Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ position as of Q1 2019 after selling out during the quarter.
Berman Capital Advisors sold 595 Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ shares in Q1 2019, an estimated $42K.
Berman Capital Advisors first reported a position in Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ in Q4 2018 and held it in 1 quarter.
Berman Capital Advisors's Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ position peaked at $42K in Q4 2018.
9 funds tracked by Wall St. Rank held Credit Suisse FI Enhanced Europe 50 Exchange Traded Notes due May 11, 2028 Linked to the STOXX Europ as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.