Berman Capital Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Berman Capital Advisors’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
2020 Q2	–	Sell	-1,500	Closed	-$40K	–	1711
2020 Q1	$40K	Hold	1,500	–	–	0.01%	333
2019 Q4	$70K	Hold	1,500	–	–	0.02%	267
2019 Q3	$64K	Hold	1,500	–	–	0.02%	268
2019 Q2	$65K	Hold	1,500	–	–	0.02%	265
2019 Q1	$62K	Hold	1,500	–	–	0.02%	250
2018 Q4	$56K	Buy	+1,500	New	+$63.6K	0.02%	241

Other funds holding KBE

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors's KBE Position: Q2 2020 in Review

Berman Capital Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 1,500 shares — an estimated $40K sold.

Berman Capital Advisors first reported a position in KBE in Q4 2018 and held it in 6 quarters. The position peaked at $70K in Q4 2019. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Berman Capital Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 1,500 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $40K.
Berman Capital Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 6 quarters.
Berman Capital Advisors's State Street SPDR S&P Bank ETF position peaked at $70K in Q4 2019.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.