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Omnia Family Wealth’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Omnia Family Wealth’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
-1,500
Closed -$50K – 593
2018
Q4 		$50K Hold
1,500
– – 0.03% 149
2018
Q3 		$57K Hold
1,500
– – 0.03% 150
2018
Q2 		$57K Hold
1,500
– – 0.03% 145
2018
Q1 		$60K Hold
1,500
– – 0.03% 142
2017
Q4 		$61K Hold
1,500
– – 0.03% 142
2017
Q3 		$62K Hold
1,500
– – 0.03% 137
2017
Q2 		$58K Hold
1,500
– – 0.03% 145
2017
Q1 		$55K Hold
1,500
– – 0.03% 151
2016
Q4 		$50K Buy
+1,500
New +$48.6K 0.02% 159

Other funds holding FEZ

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return