United Capital Financial Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

United Capital Financial 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
2021 Q1	–	Sell	-5,344	Closed	-$223K	–	1202
2020 Q4	$223K	Buy	+5,344	New	+$208K	﹤0.01%	1096
2015 Q2	–	Sell	-5,432	Closed	-$215K	–	1274
2015 Q1	$215K	Sell	5,432 -100	-2%	-$3.78K	﹤0.01%	1162
2014 Q4	$204K	Sell	5,532 -3,555	-39%	-$135K	﹤0.01%	1096
2014 Q3	$361K	Buy	+9,087	New	+$374K	0.01%	888
2014 Q2	–	Sell	-8,600	Closed	-$367K	–	844
2014 Q1	$367K	Buy	8,600 +1,000	+13%	+$41.5K	0.01%	723
2013 Q4	$321K	Buy	+7,600	New	+$307K	0.01%	519

Other funds holding FEZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

United Capital Financial Advisors's FEZ Position: Q1 2021 in Review

United Capital Financial Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2021, closing a stake of 5,344 shares — an estimated $223K sold.

United Capital Financial Advisors first reported a position in FEZ in Q4 2013 and held it in 6 quarters. The position peaked at $367K in Q1 2014. 169 funds tracked by Wall St. Rank hold FEZ as of Q1 2021.

United Capital Financial Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2021 after selling out during the quarter.
United Capital Financial Advisors sold 5,344 State Street SPDR EURO STOXX 50 ETF shares in Q1 2021, an estimated $223K.
United Capital Financial Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2013 and held it in 6 quarters.
United Capital Financial Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $367K in Q1 2014.
169 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2021.

Based on United Capital Financial Advisors's 13F filing for Q1 2021, filed 14 May 2021.