JPLA
SPEU icon

Joseph P. Lucia & Associates’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-209
Closed -$7K – 474
2019
Q2 		$7K Buy
+209
New +$7.04K 0.01% 342

Other funds holding SPEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Joseph P. Lucia & Associates's SPEU Position: Q3 2019 in Review

Joseph P. Lucia & Associates sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q3 2019, closing a stake of 209 shares — an estimated $7K sold.

Joseph P. Lucia & Associates first reported a position in SPEU in Q2 2019 and held it in 1 quarter. The position peaked at $7K in Q2 2019. 55 funds tracked by Wall St. Rank hold SPEU as of Q3 2019.

  • Joseph P. Lucia & Associates reported no remaining State Street SPDR Portfolio Europe ETF position as of Q3 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 209 State Street SPDR Portfolio Europe ETF shares in Q3 2019, an estimated $7K.
  • Joseph P. Lucia & Associates first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's State Street SPDR Portfolio Europe ETF position peaked at $7K in Q2 2019.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q3 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.