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

WFG 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 Q1	–	Sell	-150	Closed	-$5K	–	1543
2016 Q4	$5K	Hold	150	–	–	﹤0.01%	1258
2016 Q3	$5K	Hold	150	–	–	﹤0.01%	1266
2016 Q2	$5K	Buy	+150	New	+$4.96K	﹤0.01%	1239
2015 Q3	–	Sell	-800	Closed	-$30K	–	1639
2015 Q2	$30K	Buy	+800	New	+$31.6K	0.01%	866
2015 Q1	–	Sell	-400	Closed	-$15K	–	1869
2014 Q4	$15K	Buy	400 +100	+33%	+$3.79K	﹤0.01%	1322
2014 Q3	$12K	Buy	+300	New	+$12.3K	﹤0.01%	1430

Other funds holding FEZ

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's FEZ Position: Q1 2017 in Review

WFG Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2017, closing a stake of 150 shares — an estimated $5K sold.

WFG Advisors first reported a position in FEZ in Q3 2014 and held it in 6 quarters. The position peaked at $30K in Q2 2015. 183 funds tracked by Wall St. Rank hold FEZ as of Q1 2017.

WFG Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 150 State Street SPDR EURO STOXX 50 ETF shares in Q1 2017, an estimated $5K.
WFG Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q3 2014 and held it in 6 quarters.
WFG Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $30K in Q2 2015.
183 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.