Patten Group’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Patten Group’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 Q4	–	Sell	-50	Closed	-$2K	–	671
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	650
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	632
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	548
2017 Q4	$2K	Hold	50	–	–	﹤0.01%	589
2017 Q3	$2K	Hold	50	–	–	﹤0.01%	595
2017 Q2	$2K	Hold	50	–	–	﹤0.01%	612
2017 Q1	$2K	Hold	50	–	–	﹤0.01%	606
2016 Q4	$2K	Sell	50 -100	-67%	-$2.93K	﹤0.01%	577
2016 Q3	$4.41K	Hold	150	–	–	﹤0.01%	539
2016 Q2	$4.48K	Hold	150	–	–	﹤0.01%	526
2016 Q1	$4.51K	Hold	150	–	–	﹤0.01%	545
2015 Q4	$4.77K	Sell	150 -100	-40%	-$3.28K	﹤0.01%	567
2015 Q3	$4.74K	Hold	250	–	–	﹤0.01%	502
2015 Q2	$8.69K	Buy	+250	New	+$9.13K	﹤0.01%	457

Other funds holding SPEU

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

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

CCM

Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patten Group's SPEU Position: Q4 2018 in Review

Patten Group sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q4 2018, closing a stake of 50 shares — an estimated $2K sold.

Patten Group first reported a position in SPEU in Q2 2015 and held it in 14 quarters. The position peaked at $8.69K in Q2 2015. 55 funds tracked by Wall St. Rank hold SPEU as of Q4 2018.

Patten Group reported no remaining State Street SPDR Portfolio Europe ETF position as of Q4 2018 after selling out during the quarter.
Patten Group sold 50 State Street SPDR Portfolio Europe ETF shares in Q4 2018, an estimated $2K.
Patten Group first reported a position in State Street SPDR Portfolio Europe ETF in Q2 2015 and held it in 14 quarters.
Patten Group's State Street SPDR Portfolio Europe ETF position peaked at $8.69K in Q2 2015.
55 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.