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Freedom Investment Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Freedom Investment Management’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
2019
Q2 		– Sell
-7,840
Closed -$259K – 730
2019
Q1 		$259K Buy
7,840
+22
+0.3% +$701 0.02% 561
2018
Q4 		$234K Sell
7,818
-526
-6% -$16.5K 0.02% 650
2018
Q3 		$277K Sell
8,344
-244
-3% -$8.26K 0.02% 736
2018
Q2 		$287K Sell
8,588
-743
-8% -$25.9K 0.02% 772
2018
Q1 		$323K Sell
9,331
-444
-5% -$16K 0.02% 857
2017
Q4 		$351K Sell
9,775
-844
-8% -$30K 0.02% 817
2017
Q3 		$378K Buy
10,619
+616
+6% +$21.3K 0.02% 726
2017
Q2 		$340K Buy
10,003
+156
+2% +$5.25K 0.02% 730
2017
Q1 		$316K Buy
9,847
+530
+6% +$16.4K 0.02% 737
2016
Q4 		$279K Buy
9,317
+205
+2% +$6.01K 0.02% 728
2016
Q3 		$276K Sell
9,112
-1,249
-12% -$37.7K 0.02% 679
2016
Q2 		$309K Buy
10,361
+1,714
+20% +$52.3K 0.02% 576
2016
Q1 		$260K Sell
8,647
-723
-8% -$21.4K 0.02% 613
2015
Q4 		$298K Sell
9,370
-16,021
-63% -$526K 0.02% 558
2015
Q3 		$293K Buy
25,391
+16,640
+190% +$568K 0.03% 484
2015
Q2 		$304K Buy
8,751
+530
+6% +$19.4K 0.03% 489
2015
Q1 		$289K Buy
8,221
+1,266
+18% +$44.4K 0.03% 490
2014
Q4 		$238K Buy
6,955
+420
+6% +$14.9K 0.03% 502
2014
Q3 		$240K Buy
6,535
+389
+6% +$14.9K 0.04% 407
2014
Q2 		$242K Buy
6,146
+184
+3% +$7.26K 0.04% 406
2014
Q1 		$229K Sell
5,962
-31
-0.5% -$1.2K 0.05% 363
2013
Q4 		$236K Buy
5,993
+102
+2% +$3.85K 0.06% 342
2013
Q3 		$215K Buy
+5,891
New +$208K 0.06% 307

Other funds holding SPEU

TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedom Investment Management's SPEU Position: Q2 2019 in Review

Freedom Investment Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2019, closing a stake of 7,840 shares — an estimated $259K sold.

Freedom Investment Management first reported a position in SPEU in Q3 2013 and held it in 23 quarters. The position peaked at $378K in Q3 2017. 56 funds tracked by Wall St. Rank hold SPEU as of Q2 2019.

  • Freedom Investment Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2019 after selling out during the quarter.
  • Freedom Investment Management sold 7,840 State Street SPDR Portfolio Europe ETF shares in Q2 2019, an estimated $259K.
  • Freedom Investment Management first reported a position in State Street SPDR Portfolio Europe ETF in Q3 2013 and held it in 23 quarters.
  • Freedom Investment Management's State Street SPDR Portfolio Europe ETF position peaked at $378K in Q3 2017.
  • 56 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.