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

Berman Capital 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
2020 Q2	–	Sell	-731	Closed	-$23K	–	1715
2020 Q1	$23K	Buy	731 +7	+1%	+$343	0.01%	460
2019 Q4	$42K	Buy	+724	New	+$40.1K	0.01%	354
2019 Q3	–	Sell	-223	Closed	-$11K	–	1514
2019 Q2	$11K	Sell	223 -10,618	-98%	-$567K	﹤0.01%	693
2019 Q1	$556K	Sell	10,841 -7,315	-40%	-$390K	0.19%	60
2018 Q4	$849K	Sell	18,156 -47,017	-72%	-$2.51M	0.33%	35
2018 Q3	$3.87M	Sell	65,173 -22,860	-26%	-$1.42M	1.63%	14
2018 Q2	$5.37M	Buy	88,033 +10,063	+13%	+$631K	1.87%	15
2018 Q1	$4.71M	Buy	77,970 +6,122	+9%	+$380K	1.8%	16
2017 Q4	$4.23M	Buy	+71,848	New	+$4.13M	1.4%	20

Other funds holding KRE

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

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

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

Berman Capital Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2020, closing a stake of 731 shares — an estimated $23K sold.

Berman Capital Advisors first reported a position in KRE in Q4 2017 and held it in 9 quarters. The position peaked at $5.37M in Q2 2018. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2020.

Berman Capital Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2020 after selling out during the quarter.
Berman Capital Advisors sold 731 State Street SPDR S&P Regional Banking ETF shares in Q2 2020, an estimated $23K.
Berman Capital Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 9 quarters.
Berman Capital Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $5.37M in Q2 2018.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2020.

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