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Punch & Associates Investment Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Punch & Associates Investment Management’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
2020
Q1 		– Sell
-4,690
Closed -$191K – 230
2019
Q4 		$191K Sell
4,690
-728
-13% -$28.6K 0.02% 213
2019
Q3 		$204K Buy
+5,418
New +$202K 0.02% 209

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Barclays
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Deutsche Bank
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Envestnet Asset Management
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UBS Group
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SG Americas Securities
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JP Morgan Chase
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Punch & Associates Investment Management's FEZ Position: Q1 2020 in Review

Punch & Associates Investment Management sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2020, closing a stake of 4,690 shares — an estimated $191K sold.

Punch & Associates Investment Management first reported a position in FEZ in Q3 2019 and held it in 2 quarters. The position peaked at $204K in Q3 2019. 149 funds tracked by Wall St. Rank hold FEZ as of Q1 2020.

  • Punch & Associates Investment Management reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 4,690 State Street SPDR EURO STOXX 50 ETF shares in Q1 2020, an estimated $191K.
  • Punch & Associates Investment Management first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2019 and held it in 2 quarters.
  • Punch & Associates Investment Management's State Street SPDR EURO STOXX 50 ETF position peaked at $204K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2020.

Based on Punch & Associates Investment Management's 13F filing for Q1 2020, filed 15 May 2020.