Ropes Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,000
Closed -$38K 550
2018
Q2
$38K Hold
1,000
0.01% 373
2018
Q1
$40K Buy
1,000
+500
+100% +$20.7K 0.01% 354
2017
Q4
$20K Hold
500
0.01% 439
2017
Q3
$21K Buy
+500
New +$19.9K 0.01% 403

Other funds holding FEZ

Ropes Wealth Advisors's FEZ Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2018, closing a stake of 1,000 shares — an estimated $38K sold.

Ropes Wealth Advisors first reported a position in FEZ in Q3 2017 and held it in 4 quarters. The position peaked at $40K in Q1 2018. 208 funds tracked by Wall St. Rank hold FEZ as of Q3 2018.

  • Ropes Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,000 State Street SPDR EURO STOXX 50 ETF shares in Q3 2018, an estimated $38K.
  • Ropes Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2017 and held it in 4 quarters.
  • Ropes Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $40K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.