Winslow Evans & Crocker’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Winslow Evans & Crocker’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
2016 Q3	–	Sell	-290	Closed	-$9.04K	–	1302
2016 Q2	$9.04K	Hold	290	–	–	﹤0.01%	902
2016 Q1	$9.64K	Hold	290	–	–	﹤0.01%	884
2015 Q4	$9.99K	Hold	290	–	–	﹤0.01%	911
2015 Q3	$9.82K	Hold	290	–	–	﹤0.01%	891
2015 Q2	$10.9K	Hold	290	–	–	﹤0.01%	913
2015 Q1	$11.3K	Hold	290	–	–	﹤0.01%	858
2014 Q4	$10.7K	Sell	290 -424	-59%	-$16.1K	﹤0.01%	873
2014 Q3	$28.3K	Buy	714 +11	+2%	+$453	0.01%	675
2014 Q2	$30.4K	Buy	703 +1	+0.1%	+$44	0.01%	591
2014 Q1	$30K	Buy	702 +1	+0.1%	+$41	0.01%	593
2013 Q4	$30K	Buy	+701	New	+$28.3K	0.01%	605

Other funds holding FEZ

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

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

Bank of America

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

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

Franklin Resources

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

JP Morgan Chase

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada

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

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return