WP
SMEZ

WealthPLAN Partners’s SPDR EURO STOXX Small Cap ETF SMEZ Stock Holding History

WealthPLAN Partners’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
2020
Q1 		– Sell
-4,065
Closed -$254K – 292
2019
Q4 		$254K Sell
4,065
-150
-4% -$8.88K 0.03% 217
2019
Q3 		$249K Buy
+4,215
New +$239K 0.03% 213

Other funds holding SMEZ

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $2.18B AUM 30.3% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

WealthPLAN Partners's SMEZ Position: Q1 2020 in Review

WealthPLAN Partners sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q1 2020, closing a stake of 4,065 shares — an estimated $254K sold.

WealthPLAN Partners first reported a position in SMEZ in Q3 2019 and held it in 2 quarters. The position peaked at $254K in Q4 2019. 14 funds tracked by Wall St. Rank hold SMEZ as of Q1 2020.

  • WealthPLAN Partners reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 4,065 SPDR EURO STOXX Small Cap ETF shares in Q1 2020, an estimated $254K.
  • WealthPLAN Partners first reported a position in SPDR EURO STOXX Small Cap ETF in Q3 2019 and held it in 2 quarters.
  • WealthPLAN Partners's SPDR EURO STOXX Small Cap ETF position peaked at $254K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q1 2020.

Based on WealthPLAN Partners's 13F filing for Q1 2020, filed 15 May 2020.