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Beaumont Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Beaumont Financial 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
2016
Q1 		– Sell
-80,648
Closed -$3.38M – 144
2015
Q4 		$3.38M Buy
+80,648
New +$3.49M 0.56% 60

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Beaumont Financial Advisors's KRE Position: Q1 2016 in Review

Beaumont Financial Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2016, closing a stake of 80,648 shares — an estimated $3.38M sold.

Beaumont Financial Advisors first reported a position in KRE in Q4 2015 and held it in 1 quarter. The position peaked at $3.38M in Q4 2015. 209 funds tracked by Wall St. Rank hold KRE as of Q1 2016.

  • Beaumont Financial Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 80,648 State Street SPDR S&P Regional Banking ETF shares in Q1 2016, an estimated $3.38M.
  • Beaumont Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 1 quarter.
  • Beaumont Financial Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $3.38M in Q4 2015.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2016.

Based on Beaumont Financial Advisors's 13F filing for Q1 2016, filed 12 May 2016.