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Reilly Financial Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-790
Closed -$26K – 868
2016
Q1 		$26K Hold
790
– – ﹤0.01% 518
2015
Q4 		$27K Buy
+790
New +$28.2K ﹤0.01% 511

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Reilly Financial Advisors's FEZ Position: Q4 2021 in Review

Reilly Financial Advisors reduced its State Street SPDR EURO STOXX 50 ETF (FEZ) stake by 21% in Q4 2021, selling an estimated $11.7K and leaving 920 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Reilly Financial Advisors first reported a position in FEZ in Q4 2013 and has held it in 28 quarters since. The position peaked at $124K in Q4 2019. 197 funds tracked by Wall St. Rank hold FEZ as of Q4 2021.

  • Reilly Financial Advisors held 920 shares of State Street SPDR EURO STOXX 50 ETF worth $43K as of Q4 2021.
  • Reilly Financial Advisors sold 250 State Street SPDR EURO STOXX 50 ETF shares in Q4 2021, an estimated $11.7K.
  • State Street SPDR EURO STOXX 50 ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #427 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2013 and has held it in 28 quarters since.
  • Reilly Financial Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $124K in Q4 2019.
  • 197 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.