CFA
FEZ icon

Cahill Financial Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Cahill Financial Advisors’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
2014
Q3 		– Sell
-13,100
Closed -$567K – 108
2014
Q2 		$567K Buy
+13,100
New +$571K 0.44% 50

Other funds holding FEZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cahill Financial Advisors's FEZ Position: Q3 2014 in Review

Cahill Financial Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2014, closing a stake of 13,100 shares — an estimated $567K sold.

Cahill Financial Advisors first reported a position in FEZ in Q2 2014 and held it in 1 quarter. The position peaked at $567K in Q2 2014. 148 funds tracked by Wall St. Rank hold FEZ as of Q3 2014.

  • Cahill Financial Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2014 after selling out during the quarter.
  • Cahill Financial Advisors sold 13,100 State Street SPDR EURO STOXX 50 ETF shares in Q3 2014, an estimated $567K.
  • Cahill Financial Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2014 and held it in 1 quarter.
  • Cahill Financial Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $567K in Q2 2014.
  • 148 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2014.

Based on Cahill Financial Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.