FWM
GUR

Focused Wealth Management’s SPDR S&P Emerging Europe ETF GUR Stock Holding History

Focused Wealth Management’s Portfolio GUR Stock Details GUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-145
Closed -$5K – 765
2014
Q3 		$5K Hold
145
– – ﹤0.01% 532
2014
Q2 		$6K Sell
145
-27
-16% -$1.03K ﹤0.01% 504
2014
Q1 		$6K Sell
172
-648
-79% -$23.7K 0.01% 474
2013
Q4 		$33K Hold
820
– – 0.03% 216
2013
Q3 		$33K Buy
+820
New +$31.7K 0.03% 204

Other funds holding GUR

VSWA
Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Focused Wealth Management's GUR Position: Q4 2014 in Review

Focused Wealth Management sold out of SPDR S&P Emerging Europe ETF (GUR) in Q4 2014, closing a stake of 145 shares — an estimated $5K sold.

Focused Wealth Management first reported a position in GUR in Q3 2013 and held it in 5 quarters. The position peaked at $33K in Q4 2013. 20 funds tracked by Wall St. Rank hold GUR as of Q4 2014.

  • Focused Wealth Management reported no remaining SPDR S&P Emerging Europe ETF position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 145 SPDR S&P Emerging Europe ETF shares in Q4 2014, an estimated $5K.
  • Focused Wealth Management first reported a position in SPDR S&P Emerging Europe ETF in Q3 2013 and held it in 5 quarters.
  • Focused Wealth Management's SPDR S&P Emerging Europe ETF position peaked at $33K in Q4 2013.
  • 20 funds tracked by Wall St. Rank held SPDR S&P Emerging Europe ETF as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.