VSWA
SMEZ

Vontobel Swiss Wealth Advisors’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio SMEZ Stock Details SMEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,309
Closed -$238K – 84
2018
Q4 		$238K Buy
+5,309
New +$288K 0.18% 67

Other funds holding SMEZ

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's SMEZ Position: Q1 2019 in Review

Vontobel Swiss Wealth Advisors sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q1 2019, closing a stake of 5,309 shares — an estimated $238K sold.

Vontobel Swiss Wealth Advisors first reported a position in SMEZ in Q4 2018 and held it in 1 quarter. The position peaked at $238K in Q4 2018. 15 funds tracked by Wall St. Rank hold SMEZ as of Q1 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 5,309 SPDR EURO STOXX Small Cap ETF shares in Q1 2019, an estimated $238K.
  • Vontobel Swiss Wealth Advisors first reported a position in SPDR EURO STOXX Small Cap ETF in Q4 2018 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's SPDR EURO STOXX Small Cap ETF position peaked at $238K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q1 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2019, filed 2 May 2019.