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	$29K	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 New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sargent Bickham Lagudis's FEZ Position: Q3 2017 in Review

Sargent Bickham Lagudis sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2017, closing a stake of 268 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in FEZ in Q1 2016 and held it in 6 quarters. The position peaked at $29K in Q3 2016. 203 funds tracked by Wall St. Rank hold FEZ as of Q3 2017.

Sargent Bickham Lagudis reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2017 after selling out during the quarter.
Sargent Bickham Lagudis sold 268 State Street SPDR EURO STOXX 50 ETF shares in Q3 2017, an estimated $10K.
Sargent Bickham Lagudis first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2016 and held it in 6 quarters.
Sargent Bickham Lagudis's State Street SPDR EURO STOXX 50 ETF position peaked at $29K in Q3 2016.
203 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2017, filed 13 Sep 2021.