Wunderlich Capital Managemnt’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Wunderlich Capital Managemnt’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 Q1	–	Sell	-18,434	Closed	-$635K	–	91
2015 Q4	$635K	Sell	18,434 -1,638	-8%	-$58.4K	0.55%	75
2015 Q3	$679K	Buy	20,072 +1,504	+8%	+$55.3K	0.63%	78
2015 Q2	$694K	Sell	18,568 -1,090	-6%	-$43K	0.67%	62
2015 Q1	$760K	Hold	19,658	–	–	0.69%	66
2014 Q4	$720K	Sell	19,658 -2,096	-10%	-$79.5K	0.61%	85
2014 Q3	$860K	Buy	21,754 +163	+0.8%	+$6.71K	0.77%	82
2014 Q2	$930K	Buy	21,591 +54	+0.3%	+$2.35K	0.85%	78
2014 Q1	$920K	Buy	21,537 +265	+1%	+$11K	0.87%	74
2013 Q4	$900K	Buy	+21,272	New	+$858K	0.86%	62

Other funds holding FEZ

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wunderlich Capital Managemnt's FEZ Position: Q1 2016 in Review

Wunderlich Capital Managemnt sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2016, closing a stake of 18,434 shares — an estimated $635K sold.

Wunderlich Capital Managemnt first reported a position in FEZ in Q4 2013 and held it in 9 quarters. The position peaked at $930K in Q2 2014. 162 funds tracked by Wall St. Rank hold FEZ as of Q1 2016.

Wunderlich Capital Managemnt reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2016 after selling out during the quarter.
Wunderlich Capital Managemnt sold 18,434 State Street SPDR EURO STOXX 50 ETF shares in Q1 2016, an estimated $635K.
Wunderlich Capital Managemnt first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2013 and held it in 9 quarters.
Wunderlich Capital Managemnt's State Street SPDR EURO STOXX 50 ETF position peaked at $930K in Q2 2014.
162 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2016.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2016, filed 11 May 2016.