Financial Partners Capital Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Financial Partners Capital 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	–	Sell	-60,242	Closed	-$2.45M	–	87
2017 Q4	$2.45M	Buy	+60,242	New	+$2.48M	0.45%	60

Other funds holding FEZ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Financial Partners Capital Management's FEZ Position: Q1 2018 in Review

Financial Partners Capital Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2018, closing a stake of 60,242 shares — an estimated $2.45M sold.

Financial Partners Capital Management first reported a position in FEZ in Q4 2017 and held it in 1 quarter. The position peaked at $2.45M in Q4 2017. 208 funds tracked by Wall St. Rank hold FEZ as of Q1 2018.

Financial Partners Capital Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 60,242 State Street SPDR EURO STOXX 50 ETF shares in Q1 2018, an estimated $2.45M.
Financial Partners Capital Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2017 and held it in 1 quarter.
Financial Partners Capital Management's State Street SPDR EURO STOXX 50 ETF position peaked at $2.45M in Q4 2017.
208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.