Cypress Wealth Services’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Cypress Wealth Services’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
2019 Q3	–	Sell	-9,112	Closed	-$311K	–	269
2019 Q2	$311K	Sell	9,112 -354	-4%	-$11.9K	0.09%	184
2019 Q1	$313K	Sell	9,466 -172	-2%	-$5.48K	0.1%	176
2018 Q4	$288K	Sell	9,638 -2,594	-21%	-$81.4K	0.11%	158
2018 Q3	$411K	Sell	12,232 -706	-5%	-$23.9K	0.15%	137
2018 Q2	$433K	Buy	12,938 +1,157	+10%	+$40.4K	0.16%	125
2018 Q1	$408K	Buy	11,781 +1,231	+12%	+$44.2K	0.17%	116
2017 Q4	$379K	Buy	+10,550	New	+$375K	0.16%	126

Other funds holding SPEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cypress Wealth Services's SPEU Position: Q3 2019 in Review

Cypress Wealth Services sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2019, closing a stake of 9,112 shares — an estimated $311K sold.

Cypress Wealth Services first reported a position in SPEU in Q4 2017 and held it in 7 quarters. The position peaked at $433K in Q2 2018. 55 funds tracked by Wall St. Rank hold SPEU as of Q3 2019.

Cypress Wealth Services reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2019 after selling out during the quarter.
Cypress Wealth Services sold 9,112 State Street SPDR Portfolio Europe ETF shares in Q3 2019, an estimated $311K.
Cypress Wealth Services first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2017 and held it in 7 quarters.
Cypress Wealth Services's State Street SPDR Portfolio Europe ETF position peaked at $433K in Q2 2018.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2019.

Based on Cypress Wealth Services's 13F filing for Q3 2019, filed 16 Oct 2019.