Berkeley Capital Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-8,394
Closed -$284K 118
2015
Q4
$284K Buy
+8,394
New +$292K 0.23% 83

Other funds holding KBE

Berkeley Capital Partners's KBE Position: Q1 2016 in Review

Berkeley Capital Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2016, closing a stake of 8,394 shares — an estimated $284K sold.

Berkeley Capital Partners first reported a position in KBE in Q4 2015 and held it in 1 quarter. The position peaked at $284K in Q4 2015. 140 funds tracked by Wall St. Rank hold KBE as of Q1 2016.

  • Berkeley Capital Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2016 after selling out during the quarter.
  • Berkeley Capital Partners sold 8,394 State Street SPDR S&P Bank ETF shares in Q1 2016, an estimated $284K.
  • Berkeley Capital Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 1 quarter.
  • Berkeley Capital Partners's State Street SPDR S&P Bank ETF position peaked at $284K in Q4 2015.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2016.

Based on Berkeley Capital Partners's 13F filing for Q1 2016, filed 11 May 2016.