Atwood & Palmer’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Atwood & Palmer’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-350	Closed	-$21K	–	327
2018 Q3	$21K	Hold	350	–	–	﹤0.01%	227
2018 Q2	$21K	Hold	350	–	–	﹤0.01%	231
2018 Q1	$21K	Hold	350	–	–	﹤0.01%	223
2017 Q4	$21K	Hold	350	–	–	﹤0.01%	223
2017 Q3	$20K	Hold	350	–	–	﹤0.01%	226
2017 Q2	$19K	Buy	+350	New	+$18.8K	﹤0.01%	234

Other funds holding KRE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Atwood & Palmer's KRE Position: Q4 2018 in Review

Atwood & Palmer sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 350 shares — an estimated $21K sold.

Atwood & Palmer first reported a position in KRE in Q2 2017 and held it in 6 quarters. The position peaked at $21K in Q3 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Atwood & Palmer reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
Atwood & Palmer sold 350 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $21K.
Atwood & Palmer first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and held it in 6 quarters.
Atwood & Palmer's State Street SPDR S&P Regional Banking ETF position peaked at $21K in Q3 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Atwood & Palmer's 13F filing for Q4 2018, filed 1 Feb 2019.