Advantage Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Advantage Investment Management’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 Q3	–	Sell	-372	Closed	-$18K	–	1050
2018 Q2	$18K	Sell	372 -30	-7%	-$1.47K	0.01%	560
2018 Q1	$19K	Buy	402 +33	+9%	+$1.64K	0.01%	558
2017 Q4	$17K	Buy	369 +125	+51%	+$5.75K	0.01%	604
2017 Q3	$11K	Hold	244	–	–	﹤0.01%	672
2017 Q2	$11K	Buy	+244	New	+$10.4K	﹤0.01%	686
2016 Q4	–	Sell	-491	Closed	-$16K	–	990
2016 Q3	$16K	Buy	+491	New	+$16K	0.01%	540
2015 Q1	–	Sell	-12,117	Closed	-$407K	–	868
2014 Q4	$407K	Buy	+12,117	New	+$395K	0.3%	73

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

HIIFS

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

Advantage Investment Management's KBE Position: Q3 2018 in Review

Advantage Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2018, closing a stake of 372 shares — an estimated $18K sold.

Advantage Investment Management first reported a position in KBE in Q4 2014 and held it in 7 quarters. The position peaked at $407K in Q4 2014. 256 funds tracked by Wall St. Rank hold KBE as of Q3 2018.

Advantage Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2018 after selling out during the quarter.
Advantage Investment Management sold 372 State Street SPDR S&P Bank ETF shares in Q3 2018, an estimated $18K.
Advantage Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and held it in 7 quarters.
Advantage Investment Management's State Street SPDR S&P Bank ETF position peaked at $407K in Q4 2014.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.