Psagot Value Holdings’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Psagot Value Holdings’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
2018 Q1	–	Sell	-133	Closed	-$5K	–	350
2017 Q4	$5K	Buy	+133	New	+$5.48K	﹤0.01%	286
2016 Q3	–	Sell	-254	Closed	-$8K	–	376
2016 Q2	$8K	Sell	254 -41,780	-99%	-$1.38M	﹤0.01%	304
2016 Q1	$1.4M	Buy	42,034 +41,780	+16,449%	+$1.34M	0.06%	146
2015 Q4	$9K	Hold	254	–	–	﹤0.01%	350
2015 Q3	$9K	Hold	254	–	–	﹤0.01%	344
2015 Q2	$10K	Hold	254	–	–	﹤0.01%	354
2015 Q1	$10K	Hold	254	–	–	﹤0.01%	336
2014 Q4	$9K	Buy	+254	New	+$9.64K	﹤0.01%	346
2014 Q3	–	Sell	-4,450	Closed	-$193K	–	402
2014 Q2	$193K	Hold	4,450	–	–	0.01%	235
2014 Q1	$190K	Hold	4,450	–	–	0.01%	257
2013 Q4	$188K	Hold	4,450	–	–	0.01%	274
2013 Q3	$171K	Hold	4,450	–	–	0.01%	292
2013 Q2	$147K	Buy	+4,450	New	+$155K	0.01%	232

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Psagot Value Holdings's FEZ Position: Q1 2018 in Review

Psagot Value Holdings sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2018, closing a stake of 133 shares — an estimated $5K sold.

Psagot Value Holdings first reported a position in FEZ in Q2 2013 and held it in 13 quarters. The position peaked at $1.4M in Q1 2016. 208 funds tracked by Wall St. Rank hold FEZ as of Q1 2018.

Psagot Value Holdings reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2018 after selling out during the quarter.
Psagot Value Holdings sold 133 State Street SPDR EURO STOXX 50 ETF shares in Q1 2018, an estimated $5K.
Psagot Value Holdings first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2013 and held it in 13 quarters.
Psagot Value Holdings's State Street SPDR EURO STOXX 50 ETF position peaked at $1.4M in Q1 2016.
208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2018.

Based on Psagot Value Holdings's 13F filing for Q1 2018, filed 7 May 2018.