Kingsview Wealth Management’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Kingsview Wealth Management’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 Q4	–	Sell	-7,498	Closed	-$249K	–	527
2019 Q3	$249K	Sell	7,498 -2,991	-29%	-$99.4K	0.04%	368
2019 Q2	$358K	Buy	+10,489	New	+$353K	0.06%	295

Other funds holding SPEU

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kingsview Wealth Management's SPEU Position: Q4 2019 in Review

Kingsview Wealth Management sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2019, closing a stake of 7,498 shares — an estimated $249K sold.

Kingsview Wealth Management first reported a position in SPEU in Q2 2019 and held it in 2 quarters. The position peaked at $358K in Q2 2019. 66 funds tracked by Wall St. Rank hold SPEU as of Q4 2019.

Kingsview Wealth Management reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2019 after selling out during the quarter.
Kingsview Wealth Management sold 7,498 State Street SPDR Portfolio Europe ETF shares in Q4 2019, an estimated $249K.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2019 and held it in 2 quarters.
Kingsview Wealth Management's State Street SPDR Portfolio Europe ETF position peaked at $358K in Q2 2019.
66 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.