Beacon Pointe Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$273K	Buy	4,686 +12	+0.3%	+$665	0.05%	228
2019 Q3	$246K	Buy	4,674 +11	+0.2%	+$574	0.05%	226
2019 Q2	$249K	Buy	4,663 +281	+6%	+$15K	0.05%	234
2019 Q1	$224K	Sell	4,382 -30	-0.7%	-$1.6K	0.05%	237
2018 Q4	$207K	Buy	+4,412	New	+$236K	0.07%	211

Other funds holding KRE

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's KRE Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 0.26% in Q4 2019, buying an estimated $665 and bringing the position to 4,686 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #228.

Beacon Pointe Wealth Advisors first reported a position in KRE in Q4 2018 and has held it in 5 quarters since. 361 funds tracked by Wall St. Rank hold KRE as of Q4 2019.

Beacon Pointe Wealth Advisors held 4,686 shares of State Street SPDR S&P Regional Banking ETF worth $273K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 12 State Street SPDR S&P Regional Banking ETF shares in Q4 2019, an estimated $665.
State Street SPDR S&P Regional Banking ETF made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #228 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 5 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.