BCWM
KCE icon

Bartlett & Co Wealth Management’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-267
Closed -$15.6K – 748
2018
Q1 		$15.6K Buy
+267
New +$15.9K ﹤0.01% 559

Other funds holding KCE

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's KCE Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2018, closing a stake of 267 shares — an estimated $15.6K sold.

Bartlett & Co Wealth Management first reported a position in KCE in Q1 2018 and held it in 1 quarter. The position peaked at $15.6K in Q1 2018. 44 funds tracked by Wall St. Rank hold KCE as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 267 State Street SPDR S&P Capital Markets ETF shares in Q2 2018, an estimated $15.6K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR S&P Capital Markets ETF in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR S&P Capital Markets ETF position peaked at $15.6K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.