IA
SMEZ

IFP Advisors’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

IFP Advisors’s Portfolio SMEZ Stock Details SMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-48
Closed -$3K – 4144
2018
Q1 		$3K Hold
48
– – ﹤0.01% 3438
2017
Q4 		$3K Buy
+48
New +$3K ﹤0.01% 3489

Other funds holding SMEZ

X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors's SMEZ Position: Q2 2018 in Review

IFP Advisors sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q2 2018, closing a stake of 48 shares — an estimated $3K sold.

IFP Advisors first reported a position in SMEZ in Q4 2017 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 14 funds tracked by Wall St. Rank hold SMEZ as of Q2 2018.

  • IFP Advisors reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 48 SPDR EURO STOXX Small Cap ETF shares in Q2 2018, an estimated $3K.
  • IFP Advisors first reported a position in SPDR EURO STOXX Small Cap ETF in Q4 2017 and held it in 2 quarters.
  • IFP Advisors's SPDR EURO STOXX Small Cap ETF position peaked at $3K in Q1 2018.
  • 14 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.