MPS Loria Financial Planners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-2,871	Closed	-$127K	–	271
2021 Q1	$127K	Sell	2,871 -1	-0%	-$43	0.06%	102
2020 Q4	$121K	Hold	2,872	–	–	0.05%	107
2020 Q3	$104K	Hold	2,872	–	–	0.05%	106
2020 Q2	$102K	Buy	+2,872	New	+$92.7K	0.05%	101
2017 Q3	–	Sell	-3,005	Closed	-$119K	–	168
2017 Q2	$119K	Buy	+3,005	New	+$115K	0.08%	103

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

MPS Loria Financial Planners's FEZ Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q2 2021, closing a stake of 2,871 shares — an estimated $127K sold.

MPS Loria Financial Planners first reported a position in FEZ in Q2 2017 and held it in 5 quarters. The position peaked at $127K in Q1 2021. 186 funds tracked by Wall St. Rank hold FEZ as of Q2 2021.

MPS Loria Financial Planners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 2,871 State Street SPDR EURO STOXX 50 ETF shares in Q2 2021, an estimated $127K.
MPS Loria Financial Planners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's State Street SPDR EURO STOXX 50 ETF position peaked at $127K in Q1 2021.
186 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.