Founders Financial Securities’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Founders Financial Securities’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 Q3	–	Sell	-376,293	Closed	-$14.4M	–	98
2018 Q2	$14.4M	Buy	376,293 +104,358	+38%	+$4.24M	4.44%	6
2018 Q1	$11M	Buy	271,935 +43,159	+19%	+$1.79M	3.54%	9
2017 Q4	$9.31M	Buy	228,776 +5,353	+2%	+$220K	3.1%	9
2017 Q3	$9.22M	Buy	223,423 +6,149	+3%	+$245K	3.28%	8
2017 Q2	$8.36M	Buy	217,274 +134,227	+162%	+$5.15M	3.18%	9
2017 Q1	$3.02M	Buy	+83,047	New	+$2.88M	1.15%	24

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Founders Financial Securities's FEZ Position: Q3 2018 in Review

Founders Financial Securities sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2018, closing a stake of 376,293 shares — an estimated $14.4M sold.

Founders Financial Securities first reported a position in FEZ in Q1 2017 and held it in 6 quarters. The position peaked at $14.4M in Q2 2018. 208 funds tracked by Wall St. Rank hold FEZ as of Q3 2018.

Founders Financial Securities reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2018 after selling out during the quarter.
Founders Financial Securities sold 376,293 State Street SPDR EURO STOXX 50 ETF shares in Q3 2018, an estimated $14.4M.
Founders Financial Securities first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2017 and held it in 6 quarters.
Founders Financial Securities's State Street SPDR EURO STOXX 50 ETF position peaked at $14.4M in Q2 2018.
208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2018.

Based on Founders Financial Securities's 13F filing for Q3 2018, filed 17 Oct 2018.