Acorn Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Acorn Wealth Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-73	Closed	-$4K	–	669
2018 Q1	$4K	Sell	73 -27	-27%	-$1.34K	﹤0.01%	654
2017 Q4	$5K	Buy	+100	New	+$4.6K	﹤0.01%	597

Other funds holding KBE

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Acorn Wealth Advisors's KBE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2018, closing a stake of 73 shares — an estimated $4K sold.

Acorn Wealth Advisors first reported a position in KBE in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 255 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 73 State Street SPDR S&P Bank ETF shares in Q2 2018, an estimated $4K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $5K in Q4 2017.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.