SBL
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Sargent Bickham Lagudis’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Sargent Bickham Lagudis’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
2017
Q3 		– Sell
-268
Closed -$10K – 816
2017
Q2 		$10K Buy
268
+5
+2% +$192 ﹤0.01% 575
2017
Q1 		$10K Sell
263
-477
-64% -$16.5K ﹤0.01% 593
2016
Q4 		$25K Sell
740
-133
-15% -$4.31K ﹤0.01% 436
2016
Q3 		$29 Buy
873
+1
+0.1% +$32 ﹤0.01% 429
2016
Q2 		$27K Buy
872
+11
+1% +$364 ﹤0.01% 417
2016
Q1 		$29K Buy
+861
New +$27.6K ﹤0.01% 433

Other funds holding FEZ

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return