LTFS
HFEZ

Ladenburg Thalmann Financial Services’s SPDR EURO STOXX 50 Currency Hedged ETF HFEZ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio HFEZ Stock Details HFEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$4K – 5092
2016
Q4 		$4K Hold
100
– – ﹤0.01% 4377
2016
Q3 		$3K Hold
100
– – ﹤0.01% 4419
2016
Q2 		$3K Buy
+100
New +$3.21K ﹤0.01% 4346

Other funds holding HFEZ

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HFEZ Position: Q1 2017 in Review

Ladenburg Thalmann Financial Services sold out of SPDR EURO STOXX 50 Currency Hedged ETF (HFEZ) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Ladenburg Thalmann Financial Services first reported a position in HFEZ in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 9 funds tracked by Wall St. Rank hold HFEZ as of Q1 2017.

  • Ladenburg Thalmann Financial Services reported no remaining SPDR EURO STOXX 50 Currency Hedged ETF position as of Q1 2017 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 100 SPDR EURO STOXX 50 Currency Hedged ETF shares in Q1 2017, an estimated $4K.
  • Ladenburg Thalmann Financial Services first reported a position in SPDR EURO STOXX 50 Currency Hedged ETF in Q2 2016 and held it in 3 quarters.
  • Ladenburg Thalmann Financial Services's SPDR EURO STOXX 50 Currency Hedged ETF position peaked at $4K in Q4 2016.
  • 9 funds tracked by Wall St. Rank held SPDR EURO STOXX 50 Currency Hedged ETF as of Q1 2017.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2017, filed 15 May 2017.