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Arthur Zaske & Associates’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Arthur Zaske & Associates’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
Q4 		$357K Buy
7,534
+1,197
+19% +$55.1K 0.39% 44
2017
Q3 		$286K Hold
6,337
– – 0.3% 58
2017
Q2 		$276K Sell
6,337
-214
-3% -$9.1K 0.24% 53
2017
Q1 		$282K Hold
6,551
– – 0.2% 49
2016
Q4 		$285K Buy
+6,551
New +$253K 0.21% 52

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arthur Zaske & Associates's KBE Position: Q4 2017 in Review

Arthur Zaske & Associates increased its State Street SPDR S&P Bank ETF (KBE) stake by 19% in Q4 2017, buying an estimated $55.1K and bringing the position to 7,534 shares worth $357K. The position accounts for 0.39% of the portfolio, ranked #44.

Arthur Zaske & Associates first reported a position in KBE in Q4 2016 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold KBE as of Q4 2017.

  • Arthur Zaske & Associates held 7,534 shares of State Street SPDR S&P Bank ETF worth $357K as of Q4 2017.
  • Arthur Zaske & Associates bought 1,197 State Street SPDR S&P Bank ETF shares in Q4 2017, an estimated $55.1K.
  • State Street SPDR S&P Bank ETF made up 0.39% of Arthur Zaske & Associates's portfolio in Q4 2017, its #44 holding.
  • Arthur Zaske & Associates first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2017.

Based on Arthur Zaske & Associates's 13F filing for Q4 2017, filed 14 Feb 2018.