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B. Riley Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

B. Riley Wealth Management’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
2018
Q4 		– Sell
-5,431
Closed -$253K – 376
2018
Q3 		$253K Buy
+5,431
New +$265K 0.06% 245

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

B. Riley Wealth Management's KBE Position: Q4 2018 in Review

B. Riley Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 5,431 shares — an estimated $253K sold.

B. Riley Wealth Management first reported a position in KBE in Q3 2018 and held it in 1 quarter. The position peaked at $253K in Q3 2018. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

  • B. Riley Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Wealth Management sold 5,431 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $253K.
  • B. Riley Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and held it in 1 quarter.
  • B. Riley Wealth Management's State Street SPDR S&P Bank ETF position peaked at $253K in Q3 2018.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.