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Sequoia Financial Advisors’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Sequoia Financial Advisors’s Portfolio SPEU Stock Details SPEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,772
Closed -$200K – 323
2018
Q1 		$200K Buy
5,772
+1
+0% +$36 0.02% 289
2017
Q4 		$207K Buy
+5,771
New +$205K 0.02% 283

Other funds holding SPEU

CCM
Consolidated Capital Management Burbank, California $310M AUM 24.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Sequoia Financial Advisors's SPEU Position: Q2 2018 in Review

Sequoia Financial Advisors sold out of State Street SPDR Portfolio Europe ETF (SPEU) in Q2 2018, closing a stake of 5,772 shares — an estimated $200K sold.

Sequoia Financial Advisors first reported a position in SPEU in Q4 2017 and held it in 2 quarters. The position peaked at $207K in Q4 2017. 63 funds tracked by Wall St. Rank hold SPEU as of Q2 2018.

  • Sequoia Financial Advisors reported no remaining State Street SPDR Portfolio Europe ETF position as of Q2 2018 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,772 State Street SPDR Portfolio Europe ETF shares in Q2 2018, an estimated $200K.
  • Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio Europe ETF in Q4 2017 and held it in 2 quarters.
  • Sequoia Financial Advisors's State Street SPDR Portfolio Europe ETF position peaked at $207K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q2 2018.

Based on Sequoia Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.