Moody Lynn & Lieberson’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Moody Lynn & Lieberson’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 Q1	–	Sell	-8,765	Closed	-$292K	–	194
2018 Q4	$292K	Sell	8,765 -8,835	-50%	-$310K	0.04%	172
2018 Q3	$674K	Sell	17,600 -12,330	-41%	-$477K	0.07%	130
2018 Q2	$1.15M	Buy	29,930 +6,560	+28%	+$266K	0.14%	100
2018 Q1	$941K	Hold	23,370	–	–	0.11%	104
2017 Q4	$1.02M	Sell	23,370 -1,625	-7%	-$66.9K	0.11%	106
2017 Q3	$1.03M	Sell	24,995 -263,135	-91%	-$10.5M	0.13%	104
2017 Q2	$11.1M	Sell	288,130 -1,325	-0.5%	-$50.8K	1.46%	25
2017 Q1	$10.5M	Buy	+289,455	New	+$10M	1.48%	27
2015 Q2	–	Sell	-120,388	Closed	-$4.67M	–	197
2015 Q1	$4.67M	Buy	+120,388	New	+$4.55M	0.75%	47
2014 Q2	–	Sell	-40,228	Closed	-$1.72M	–	203
2014 Q1	$1.72M	Buy	+40,228	New	+$1.67M	0.25%	99
2013 Q4	–	Sell	-260,630	Closed	-$10M	–	206
2013 Q3	$10M	Buy	+260,630	New	+$9.45M	1.55%	17

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Moody Lynn & Lieberson's FEZ Position: Q1 2019 in Review

Moody Lynn & Lieberson sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2019, closing a stake of 8,765 shares — an estimated $292K sold.

Moody Lynn & Lieberson first reported a position in FEZ in Q3 2013 and held it in 11 quarters. The position peaked at $11.1M in Q2 2017. 180 funds tracked by Wall St. Rank hold FEZ as of Q1 2019.

Moody Lynn & Lieberson reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2019 after selling out during the quarter.
Moody Lynn & Lieberson sold 8,765 State Street SPDR EURO STOXX 50 ETF shares in Q1 2019, an estimated $292K.
Moody Lynn & Lieberson first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2013 and held it in 11 quarters.
Moody Lynn & Lieberson's State Street SPDR EURO STOXX 50 ETF position peaked at $11.1M in Q2 2017.
180 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2019.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2019, filed 23 Apr 2019.