Dougherty Wealth Advisers’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Dougherty Wealth Advisers’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
2019 Q3	–	Sell	-78	Closed	-$3K	–	193
2019 Q2	$3K	Hold	78	–	–	0.01%	234
2019 Q1	$3K	Hold	78	–	–	0.01%	197
2018 Q4	$3K	Buy	+78	New	+$2.74K	0.01%	209

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dougherty Wealth Advisers's FEZ Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2019, closing a stake of 78 shares — an estimated $3K sold.

Dougherty Wealth Advisers first reported a position in FEZ in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 168 funds tracked by Wall St. Rank hold FEZ as of Q3 2019.

Dougherty Wealth Advisers reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2019 after selling out during the quarter.
Dougherty Wealth Advisers sold 78 State Street SPDR EURO STOXX 50 ETF shares in Q3 2019, an estimated $3K.
Dougherty Wealth Advisers first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2018 and held it in 3 quarters.
Dougherty Wealth Advisers's State Street SPDR EURO STOXX 50 ETF position peaked at $3K in Q2 2019.
168 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.