Kelman-Lazarov Inc’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Kelman-Lazarov Inc’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
2019 Q2	–	Sell	-5,601	Closed	-$205K	–	96
2019 Q1	$205K	Buy	+5,601	New	+$199K	0.11%	90
2018 Q4	–	Sell	-8,993	Closed	-$344K	–	94
2018 Q3	$344K	Sell	8,993 -3,333	-27%	-$129K	0.2%	79
2018 Q2	$472K	Sell	12,326 -550	-4%	-$22.3K	0.25%	78
2018 Q1	$519K	Hold	12,876	–	–	0.28%	76
2017 Q4	$524K	Hold	12,876	–	–	0.27%	83
2017 Q3	$531K	Hold	12,876	–	–	0.28%	80
2017 Q2	$495K	Sell	12,876 -249	-2%	-$9.55K	0.27%	82
2017 Q1	$477K	Hold	13,125	–	–	0.31%	76
2016 Q4	$439K	Hold	13,125	–	–	0.25%	84
2016 Q3	$429K	Sell	13,125 -250	-2%	-$8.08K	0.24%	88
2016 Q2	$416K	Sell	13,375 -800	-6%	-$26.4K	0.24%	89
2016 Q1	$466K	Buy	+14,175	New	+$455K	0.27%	87

Other funds holding FEZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kelman-Lazarov Inc's FEZ Position: Q2 2019 in Review

Kelman-Lazarov Inc sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2019, closing a stake of 5,601 shares — an estimated $205K sold.

Kelman-Lazarov Inc first reported a position in FEZ in Q1 2016 and held it in 12 quarters. The position peaked at $531K in Q3 2017. 185 funds tracked by Wall St. Rank hold FEZ as of Q2 2019.

Kelman-Lazarov Inc reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2019 after selling out during the quarter.
Kelman-Lazarov Inc sold 5,601 State Street SPDR EURO STOXX 50 ETF shares in Q2 2019, an estimated $205K.
Kelman-Lazarov Inc first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2016 and held it in 12 quarters.
Kelman-Lazarov Inc's State Street SPDR EURO STOXX 50 ETF position peaked at $531K in Q3 2017.
185 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2019.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2019, filed 22 Jul 2019.