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

Archford Capital Strategies’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 Q2	–	Sell	-250	Closed	-$11K	–	411
2017 Q1	$11K	Hold	250	–	–	﹤0.01%	416
2016 Q4	$10K	Hold	250	–	–	﹤0.01%	372
2016 Q3	$8K	Hold	250	–	–	﹤0.01%	385
2016 Q2	$8K	Buy	+250	New	+$7.92K	﹤0.01%	412

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

ACI

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

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

Archford Capital Strategies's KBE Position: Q2 2017 in Review

Archford Capital Strategies sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2017, closing a stake of 250 shares — an estimated $11K sold.

Archford Capital Strategies first reported a position in KBE in Q2 2016 and held it in 4 quarters. The position peaked at $11K in Q1 2017. 215 funds tracked by Wall St. Rank hold KBE as of Q2 2017.

Archford Capital Strategies reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 250 State Street SPDR S&P Bank ETF shares in Q2 2017, an estimated $11K.
Archford Capital Strategies first reported a position in State Street SPDR S&P Bank ETF in Q2 2016 and held it in 4 quarters.
Archford Capital Strategies's State Street SPDR S&P Bank ETF position peaked at $11K in Q1 2017.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.