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Emerson Investment Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Emerson Investment 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
2014
Q4 		– Sell
-700
Closed -$28K – 161
2014
Q3 		$28K Buy
+700
New +$28.8K 0.01% 182

Other funds holding FEZ

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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

Emerson Investment Management's FEZ Position: Q4 2014 in Review

Emerson Investment Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2014, closing a stake of 700 shares — an estimated $28K sold.

Emerson Investment Management first reported a position in FEZ in Q3 2014 and held it in 1 quarter. The position peaked at $28K in Q3 2014. 138 funds tracked by Wall St. Rank hold FEZ as of Q4 2014.

  • Emerson Investment Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 700 State Street SPDR EURO STOXX 50 ETF shares in Q4 2014, an estimated $28K.
  • Emerson Investment Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's State Street SPDR EURO STOXX 50 ETF position peaked at $28K in Q3 2014.
  • 138 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.