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Chicago Partners Investment Group’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Chicago Partners Investment Group’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
2018
Q1 		– Sell
-516
Closed -$21K – 930
2017
Q4 		$21K Hold
516
– – ﹤0.01% 606
2017
Q3 		$21K Buy
+516
New +$20.6K ﹤0.01% 619

Other funds holding FEZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group's FEZ Position: Q1 2018 in Review

Chicago Partners Investment Group sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2018, closing a stake of 516 shares — an estimated $21K sold.

Chicago Partners Investment Group first reported a position in FEZ in Q3 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2017. 208 funds tracked by Wall St. Rank hold FEZ as of Q1 2018.

  • Chicago Partners Investment Group reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 516 State Street SPDR EURO STOXX 50 ETF shares in Q1 2018, an estimated $21K.
  • Chicago Partners Investment Group first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2017 and held it in 2 quarters.
  • Chicago Partners Investment Group's State Street SPDR EURO STOXX 50 ETF position peaked at $21K in Q4 2017.
  • 208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2018.

Based on Chicago Partners Investment Group's 13F filing for Q1 2018, filed 27 Apr 2018.