Braver Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Braver Wealth Management’s Portfolio FEZ Stock Details FEZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1.29M	Buy	+38,600	New	+$1.25M	0.21%	90
2016 Q2	–	Sell	-63,393	Closed	-$2.11M	–	144
2016 Q1	$2.11M	Sell	63,393 -3,700	-6%	-$119K	0.35%	67
2015 Q4	$2.31M	Buy	67,093 +49,240	+276%	+$1.76M	0.48%	53
2015 Q3	$604K	Buy	17,853 +181	+1%	+$6.66K	0.15%	60
2015 Q2	$661K	Buy	17,672 +44	+0.2%	+$1.74K	0.16%	66
2015 Q1	$684K	Sell	17,628 -241	-1%	-$9.11K	0.14%	68
2014 Q4	$659K	Buy	+17,869	New	+$678K	0.14%	63

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Braver Wealth Management's FEZ Position: Q4 2016 in Review

Braver Wealth Management opened a new position in State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2016: 38,600 shares worth $1.29M. The stake represents 0.21% of the portfolio and ranks #90 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in FEZ as recently as Q1 2016.

Braver Wealth Management first reported a position in FEZ in Q4 2014 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2015. 157 funds tracked by Wall St. Rank hold FEZ as of Q4 2016.

Braver Wealth Management held 38,600 shares of State Street SPDR EURO STOXX 50 ETF worth $1.29M as of Q4 2016.
State Street SPDR EURO STOXX 50 ETF was a new Braver Wealth Management position in Q4 2016.
State Street SPDR EURO STOXX 50 ETF made up 0.21% of Braver Wealth Management's portfolio in Q4 2016, its #90 holding.
Braver Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2014 and has held it in 7 quarters since.
Braver Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $2.31M in Q4 2015.
157 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.