Howe & Rusling’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Howe & Rusling’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
2015 Q1	–	Sell	-20	Closed	-$1K	–	978
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	865
2014 Q3	$1K	Hold	20	–	–	﹤0.01%	850
2014 Q2	$1K	Hold	20	–	–	﹤0.01%	772
2014 Q1	$1K	Buy	+20	New	+$773	﹤0.01%	817

Other funds holding SPEU

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Howe & Rusling's SPEU Position: Q1 2015 in Review

Howe & Rusling sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2015, closing a stake of 20 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SPEU in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 36 funds tracked by Wall St. Rank hold SPEU as of Q1 2015.

Howe & Rusling reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2015 after selling out during the quarter.
Howe & Rusling sold 20 State Street SPDR Portfolio Europe ETF shares in Q1 2015, an estimated $1K.
Howe & Rusling first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2014 and held it in 4 quarters.
Howe & Rusling's State Street SPDR Portfolio Europe ETF position peaked at $1K in Q4 2014.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2015.

Based on Howe & Rusling's 13F filing for Q1 2015, filed 29 Apr 2015.