Tirschwell & Loewy’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Tirschwell & Loewy’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
2018 Q3	–	Sell	-116,180	Closed	-$4.45M	–	73
2018 Q2	$4.45M	Sell	116,180 -21,829	-16%	-$887K	0.59%	36
2018 Q1	$5.56M	Sell	138,009 -1,236	-0.9%	-$51.3K	0.77%	36
2017 Q4	$5.67M	Sell	139,245 -9,450	-6%	-$389K	0.8%	35
2017 Q3	$6.13M	Sell	148,695 -3,050	-2%	-$122K	0.93%	34
2017 Q2	$5.84M	Sell	151,745 -666	-0.4%	-$25.5K	0.92%	35
2017 Q1	$5.54M	Buy	152,411 +265	+0.2%	+$9.19K	0.9%	36
2016 Q4	$5.09M	Sell	152,146 -27,845	-15%	-$902K	0.91%	35
2016 Q3	$5.9M	Buy	179,991 +1,400	+0.8%	+$45.3K	0.98%	35
2016 Q2	$5.57M	Buy	178,591 +2,545	+1%	+$84.1K	0.97%	36
2016 Q1	$5.85M	Sell	176,046 -16,650	-9%	-$534K	1.02%	36
2015 Q4	$6.64M	Sell	192,696 -7,200	-4%	-$257K	1.17%	33
2015 Q3	$6.77M	Sell	199,896 -1,050	-0.5%	-$38.6K	1.27%	29
2015 Q2	$7.52M	Buy	200,946 +2,400	+1%	+$94.7K	1.27%	32
2015 Q1	$7.71M	Sell	198,546 -9,450	-5%	-$357K	1.28%	30
2014 Q4	$7.67M	Sell	207,996 -9,000	-4%	-$341K	1.24%	33
2014 Q3	$8.62M	Buy	216,996 +410	+0.2%	+$16.9K	1.44%	28
2014 Q2	$9.37M	Buy	216,586 +2,170	+1%	+$94.5K	1.52%	28
2014 Q1	$9.15M	Buy	214,416 +5,771	+3%	+$239K	1.57%	26
2013 Q4	$8.8M	Buy	208,645 +6,620	+3%	+$267K	1.53%	25
2013 Q3	$7.76M	Buy	202,025 +9,100	+5%	+$330K	1.5%	25
2013 Q2	$6.39M	Buy	+192,925	New	+$6.73M	1.36%	25

Other funds holding FEZ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tirschwell & Loewy's FEZ Position: Q3 2018 in Review

Tirschwell & Loewy sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q3 2018, closing a stake of 116,180 shares — an estimated $4.45M sold.

Tirschwell & Loewy first reported a position in FEZ in Q2 2013 and held it in 21 quarters. The position peaked at $9.37M in Q2 2014. 207 funds tracked by Wall St. Rank hold FEZ as of Q3 2018.

Tirschwell & Loewy reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q3 2018 after selling out during the quarter.
Tirschwell & Loewy sold 116,180 State Street SPDR EURO STOXX 50 ETF shares in Q3 2018, an estimated $4.45M.
Tirschwell & Loewy first reported a position in State Street SPDR EURO STOXX 50 ETF in Q2 2013 and held it in 21 quarters.
Tirschwell & Loewy's State Street SPDR EURO STOXX 50 ETF position peaked at $9.37M in Q2 2014.
207 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q3 2018.

Based on Tirschwell & Loewy's 13F filing for Q3 2018, filed 7 Nov 2018.