FANJ
SPEU icon

Financial Architects (New Jersey)’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Financial Architects (New Jersey)’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
2014
Q3 		– Sell
-635
Closed -$25K – 969
2014
Q2 		$25K Buy
+635
New +$25.1K 0.01% 458

Other funds holding SPEU

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Financial Architects (New Jersey)'s SPEU Position: Q3 2014 in Review

Financial Architects (New Jersey) sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2014, closing a stake of 635 shares — an estimated $25K sold.

Financial Architects (New Jersey) first reported a position in SPEU in Q2 2014 and held it in 1 quarter. The position peaked at $25K in Q2 2014. 37 funds tracked by Wall St. Rank hold SPEU as of Q3 2014.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2014 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 635 State Street SPDR Portfolio Europe ETF shares in Q3 2014, an estimated $25K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2014 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s State Street SPDR Portfolio Europe ETF position peaked at $25K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2014.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2014, filed 24 Oct 2014.