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

Cornerstone 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
2018 Q1	$234K	Sell	5,870 -237	-4%	-$9.83K	0.04%	332
2017 Q4	$257K	Buy	6,107 +150	+3%	+$6.17K	0.05%	332
2017 Q3	$244K	Buy	5,957 +527	+10%	+$21K	0.05%	317
2017 Q2	$212K	Buy	+5,430	New	+$208K	0.05%	343
2016 Q1	$1.99M	Buy	+44,609	New	+$1.43M	1.51%	18

Other funds holding FEZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Wealth Management's FEZ Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 3.9% in Q1 2018, selling an estimated $9.83K and leaving 5,870 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #332.

Cornerstone Wealth Management first reported a position in FEZ in Q1 2016 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2016. 208 funds tracked by Wall St. Rank hold FEZ as of Q1 2018.

Cornerstone Wealth Management held 5,870 shares of State Street SPDR EURO STOXX 50 ETF worth $234K as of Q1 2018.
Cornerstone Wealth Management sold 237 State Street SPDR EURO STOXX 50 ETF shares in Q1 2018, an estimated $9.83K.
State Street SPDR EURO STOXX 50 ETF made up 0.04% of Cornerstone Wealth Management's portfolio in Q1 2018, its #332 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2016 and has held it in 5 quarters since.
Cornerstone Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $1.99M in Q1 2016.
208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.