Lehman & Derafelo Financial Resources’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q3	–	Sell	-500	Closed	-$18K	–	276
2020 Q2	$18K	Hold	500	–	–	0.01%	195
2020 Q1	$15K	Hold	500	–	–	0.01%	148
2019 Q4	$20K	Buy	+500	New	+$19.7K	0.01%	158

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's FEZ Position: Q3 2020 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2020, closing a stake of 500 shares — an estimated $18K sold.

Lehman & Derafelo Financial Resources first reported a position in FEZ in Q4 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 148 funds tracked by Wall St. Rank hold FEZ as of Q3 2020.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 500 State Street SPDR EURO STOXX 50 ETF shares in Q3 2020, an estimated $18K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2019 and held it in 3 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR EURO STOXX 50 ETF position peaked at $20K in Q4 2019.
148 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2020, filed 6 Nov 2020.