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AFAM Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

AFAM Capital’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
2017
Q1 		– Sell
-42,184
Closed -$1.83M – 191
2016
Q4 		$1.83M Buy
+42,184
New +$1.63M 0.28% 119

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

AFAM Capital's KBE Position: Q1 2017 in Review

AFAM Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2017, closing a stake of 42,184 shares — an estimated $1.83M sold.

AFAM Capital first reported a position in KBE in Q4 2016 and held it in 1 quarter. The position peaked at $1.83M in Q4 2016. 211 funds tracked by Wall St. Rank hold KBE as of Q1 2017.

  • AFAM Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2017 after selling out during the quarter.
  • AFAM Capital sold 42,184 State Street SPDR S&P Bank ETF shares in Q1 2017, an estimated $1.83M.
  • AFAM Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 1 quarter.
  • AFAM Capital's State Street SPDR S&P Bank ETF position peaked at $1.83M in Q4 2016.
  • 211 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2017.

Based on AFAM Capital's 13F filing for Q1 2017, filed 15 May 2017.