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

YorkBridge Wealth 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
2019 Q3	–	Sell	-250	Closed	-$14K	–	730
2019 Q2	$14K	Hold	250	–	–	0.01%	508
2019 Q1	$14K	Hold	250	–	–	0.01%	523
2018 Q4	$13K	Hold	250	–	–	0.01%	542
2018 Q3	$15K	Hold	250	–	–	0.01%	572
2018 Q2	$15K	Hold	250	–	–	0.01%	585
2018 Q1	$16K	Hold	250	–	–	0.01%	577
2017 Q4	$16K	Hold	250	–	–	0.01%	586
2017 Q3	$16K	Buy	+250	New	+$15K	0.01%	581

Other funds holding SMEZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

YorkBridge Wealth Partners's SMEZ Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of SPDR EURO STOXX Small Cap ETF (SMEZ) in Q3 2019, closing a stake of 250 shares — an estimated $14K sold.

YorkBridge Wealth Partners first reported a position in SMEZ in Q3 2017 and held it in 8 quarters. The position peaked at $16K in Q1 2018. 16 funds tracked by Wall St. Rank hold SMEZ as of Q3 2019.

YorkBridge Wealth Partners reported no remaining SPDR EURO STOXX Small Cap ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 250 SPDR EURO STOXX Small Cap ETF shares in Q3 2019, an estimated $14K.
YorkBridge Wealth Partners first reported a position in SPDR EURO STOXX Small Cap ETF in Q3 2017 and held it in 8 quarters.
YorkBridge Wealth Partners's SPDR EURO STOXX Small Cap ETF position peaked at $16K in Q1 2018.
16 funds tracked by Wall St. Rank held SPDR EURO STOXX Small Cap ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.