Jacobus Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-44,339
Closed -$1.47M 233
2016
Q1
$1.47M Buy
44,339
+13,000
+41% +$417K 0.43% 52
2015
Q4
$1.08M Sell
31,339
-2,900
-8% -$103K 0.31% 67
2015
Q3
$1.16M Buy
34,239
+7,086
+26% +$261K 0.34% 63
2015
Q2
$1.02M Buy
+27,153
New +$1.07M 0.25% 77

Other funds holding FEZ

Jacobus Wealth Management's FEZ Position: Q2 2016 in Review

Jacobus Wealth Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2016, closing a stake of 44,339 shares — an estimated $1.47M sold.

Jacobus Wealth Management first reported a position in FEZ in Q2 2015 and held it in 4 quarters. The position peaked at $1.47M in Q1 2016. 164 funds tracked by Wall St. Rank hold FEZ as of Q2 2016.

  • Jacobus Wealth Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 44,339 State Street SPDR EURO STOXX 50 ETF shares in Q2 2016, an estimated $1.47M.
  • Jacobus Wealth Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2015 and held it in 4 quarters.
  • Jacobus Wealth Management's State Street SPDR EURO STOXX 50 ETF position peaked at $1.47M in Q1 2016.
  • 164 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2016.

Based on Jacobus Wealth Management's 13F filing for Q2 2016, filed 5 Aug 2016.