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YorkBridge Wealth Partners’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

YorkBridge Wealth Partners’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
-55
Closed -$2K – 892
2016
Q4 		$2K Buy
+55
New +$1.78K ﹤0.01% 746

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Bank of America
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HI
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Franklin Resources
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YorkBridge Wealth Partners's FEZ Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2017, closing a stake of 55 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in FEZ in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 183 funds tracked by Wall St. Rank hold FEZ as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 55 State Street SPDR EURO STOXX 50 ETF shares in Q1 2017, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in State Street SPDR EURO STOXX 50 ETF in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's State Street SPDR EURO STOXX 50 ETF position peaked at $2K in Q4 2016.
  • 183 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.