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Pacific Sun Financial’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Pacific Sun Financial’s Portfolio SPEU Stock Details SPEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,597
Closed -$237K – 187
2017
Q4 		$237K Buy
+6,597
New +$235K 0.13% 128

Other funds holding SPEU

CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return

Pacific Sun Financial's SPEU Position: Q1 2018 in Review

Pacific Sun Financial sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q1 2018, closing a stake of 6,597 shares — an estimated $237K sold.

Pacific Sun Financial first reported a position in SPEU in Q4 2017 and held it in 1 quarter. The position peaked at $237K in Q4 2017. 69 funds tracked by Wall St. Rank hold SPEU as of Q1 2018.

  • Pacific Sun Financial reported no remaining State Street SPDR Portfolio Europe ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 6,597 State Street SPDR Portfolio Europe ETF shares in Q1 2018, an estimated $237K.
  • Pacific Sun Financial first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's State Street SPDR Portfolio Europe ETF position peaked at $237K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.