Personal Wealth Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Personal Wealth Partners’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 Q4	–	Sell	-224	Closed	-$8K	–	567
2019 Q3	$8K	Hold	224	–	–	﹤0.01%	249
2019 Q2	$9K	Buy	+224	New	+$8.44K	﹤0.01%	218

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Personal Wealth Partners's FEZ Position: Q4 2019 in Review

Personal Wealth Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2019, closing a stake of 224 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in FEZ in Q2 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 180 funds tracked by Wall St. Rank hold FEZ as of Q4 2019.

Personal Wealth Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2019 after selling out during the quarter.
Personal Wealth Partners sold 224 State Street SPDR EURO STOXX 50 ETF shares in Q4 2019, an estimated $8K.
Personal Wealth Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2019 and held it in 2 quarters.
Personal Wealth Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $9K in Q2 2019.
180 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.