HI
FEZ icon

Horizon Investments’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Horizon Investments’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
-4,875,862
Closed -$187M – 269
2018
Q2 		$187M Buy
4,875,862
+1,546,757
+46% +$62.8M 8.12% 4
2018
Q1 		$134M Buy
3,329,105
+639,581
+24% +$26.5M 5.84% 4
2017
Q4 		$105M Buy
2,689,524
+148,020
+6% +$6.09M 6.56% 3
2017
Q3 		$99.4M Buy
2,541,504
+3,697
+0.1% +$147K 5.71% 4
2017
Q2 		$99.2M Buy
2,537,807
+365,649
+17% +$14M 5.91% 5
2017
Q1 		$79M Buy
+2,172,158
New +$75.3M 5.23% 5

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return