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Calton & Associates’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,995
Closed -$75K – 1141
2017
Q4 		$75K Buy
+1,995
New +$70.9K 0.02% 552

Other funds holding SPEU

CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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

Calton & Associates's SPEU Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2018, closing a stake of 1,995 shares — an estimated $75K sold.

Calton & Associates first reported a position in SPEU in Q4 2017 and held it in 1 quarter. The position peaked at $75K in Q4 2017. 69 funds tracked by Wall St. Rank hold SPEU as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,995 State Street SPDR Portfolio Europe ETF shares in Q1 2018, an estimated $75K.
  • Calton & Associates first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR Portfolio Europe ETF position peaked at $75K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.