Kings Point Capital Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Kings Point Capital Management’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
2018 Q4	–	Sell	-1,164	Closed	-$45K	–	356
2018 Q3	$45K	Buy	1,164 +1	+0.1%	+$39	0.01%	249
2018 Q2	$45K	Buy	1,163 +11	+1%	+$447	0.01%	247
2018 Q1	$46K	Buy	1,152 +1	+0.1%	+$41	0.01%	243
2017 Q4	$47K	Buy	1,151 +1	+0.1%	+$41	0.01%	237
2017 Q3	$47K	Buy	1,150 +2	+0.2%	+$80	0.01%	229
2017 Q2	$44K	Buy	1,148 +9	+0.8%	+$345	0.01%	224
2017 Q1	$41K	Buy	1,139 +1	+0.1%	+$35	0.01%	235
2016 Q4	$38K	Buy	1,138 +2	+0.2%	+$65	0.01%	214
2016 Q3	$37K	Buy	1,136 +2	+0.2%	+$65	0.01%	210
2016 Q2	$35K	Buy	1,134 +14	+1%	+$463	0.01%	215
2016 Q1	$37K	Buy	1,120 +1	+0.1%	+$32	0.01%	201
2015 Q4	$39K	Buy	1,119 +2	+0.2%	+$71	0.01%	233
2015 Q3	$38K	Buy	1,117 +1	+0.1%	+$37	0.01%	248
2015 Q2	$42K	Buy	1,116 +10	+0.9%	+$395	0.01%	229
2015 Q1	$43K	Buy	1,106 +1	+0.1%	+$38	0.01%	228
2014 Q4	$41K	Buy	1,105 +4	+0.4%	+$152	0.01%	220
2014 Q3	$44K	Buy	1,101 +47	+4%	+$1.93K	0.01%	193
2014 Q2	$46K	Buy	1,054 +36	+4%	+$1.57K	0.01%	187
2014 Q1	$43K	Buy	1,018 +149	+17%	+$6.18K	0.01%	183
2013 Q4	$37K	Buy	869 +265	+44%	+$10.7K	0.01%	191
2013 Q3	$23K	Hold	604	–	–	0.01%	214
2013 Q2	$20K	Buy	+604	New	+$21.1K	0.01%	229

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Kings Point Capital Management's FEZ Position: Q4 2018 in Review

Kings Point Capital Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2018, closing a stake of 1,164 shares — an estimated $45K sold.

Kings Point Capital Management first reported a position in FEZ in Q2 2013 and held it in 22 quarters. The position peaked at $47K in Q4 2017. 192 funds tracked by Wall St. Rank hold FEZ as of Q4 2018.

Kings Point Capital Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2018 after selling out during the quarter.
Kings Point Capital Management sold 1,164 State Street SPDR EURO STOXX 50 ETF shares in Q4 2018, an estimated $45K.
Kings Point Capital Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2013 and held it in 22 quarters.
Kings Point Capital Management's State Street SPDR EURO STOXX 50 ETF position peaked at $47K in Q4 2017.
192 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2018.

Based on Kings Point Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.