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Choate Investment Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Choate Investment 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
Q4 		– Sell
-31,450
Closed -$1.25M – 282
2014
Q3 		$1.25M Buy
31,450
+8,047
+34% +$331K 0.08% 105
2014
Q2 		$1.01M Buy
+23,403
New +$1.02M 0.06% 126

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Choate Investment Advisors's FEZ Position: Q4 2014 in Review

Choate Investment Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2014, closing a stake of 31,450 shares — an estimated $1.25M sold.

Choate Investment Advisors first reported a position in FEZ in Q2 2014 and held it in 2 quarters. The position peaked at $1.25M in Q3 2014. 138 funds tracked by Wall St. Rank hold FEZ as of Q4 2014.

  • Choate Investment Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 31,450 State Street SPDR EURO STOXX 50 ETF shares in Q4 2014, an estimated $1.25M.
  • Choate Investment Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2014 and held it in 2 quarters.
  • Choate Investment Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $1.25M in Q3 2014.
  • 138 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2014.

Based on Choate Investment Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.