Simon Quick Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Simon Quick 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
2017 Q4	–	Sell	-514	Closed	-$21K	–	495
2017 Q3	$21K	Hold	514	–	–	0.01%	356
2017 Q2	$20K	Hold	514	–	–	0.01%	179
2017 Q1	$19K	Buy	+514	New	+$17.8K	0.01%	214

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CSIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Simon Quick Advisors's FEZ Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q4 2017, closing a stake of 514 shares — an estimated $21K sold.

Simon Quick Advisors first reported a position in FEZ in Q1 2017 and held it in 3 quarters. The position peaked at $21K in Q3 2017. 223 funds tracked by Wall St. Rank hold FEZ as of Q4 2017.

Simon Quick Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q4 2017 after selling out during the quarter.
Simon Quick Advisors sold 514 State Street SPDR EURO STOXX 50 ETF shares in Q4 2017, an estimated $21K.
Simon Quick Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2017 and held it in 3 quarters.
Simon Quick Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $21K in Q3 2017.
223 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.