Avantax Planning Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Avantax Planning Partners’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	-1,104	Closed	-$66K	–	784
2018 Q3	$66K	Buy	+1,104	New	+$68.8K	0.01%	429
2018 Q2	–	Sell	-1,104	Closed	-$67K	–	894
2018 Q1	$67K	Buy	+1,104	New	+$68.5K	0.01%	476

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

Avantax Planning Partners's KRE Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 1,104 shares — an estimated $66K sold.

Avantax Planning Partners first reported a position in KRE in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q1 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Avantax Planning Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,104 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $66K.
Avantax Planning Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's State Street SPDR S&P Regional Banking ETF position peaked at $67K in Q1 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.