Braver Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Braver Wealth Management’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
2016 Q4	$17.7M	Buy	407,640 +255,992	+169%	+$9.89M	2.88%	5
2016 Q3	$5.06M	Buy	151,648 +19	+0%	+$618	0.85%	33
2016 Q2	$4.62M	Sell	151,629 -371	-0.2%	-$11.7K	0.79%	34
2016 Q1	$4.62M	Sell	152,000 -241,987	-61%	-$7.17M	0.76%	37
2015 Q4	$13.3M	Buy	393,987 +233,499	+145%	+$8.12M	2.74%	11
2015 Q3	$5.33M	Buy	160,488 +18,598	+13%	+$649K	1.32%	19
2015 Q2	$5.14M	Buy	+141,890	New	+$4.97M	1.25%	20

Other funds holding KBE

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

Braver Wealth Management's KBE Position: Q4 2016 in Review

Braver Wealth Management increased its State Street SPDR S&P Bank ETF (KBE) stake by 169% in Q4 2016, buying an estimated $9.89M and bringing the position to 407,640 shares worth $17.7M. The position accounts for 2.88% of the portfolio, ranked #5.

Braver Wealth Management first reported a position in KBE in Q2 2015 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold KBE as of Q4 2016.

Braver Wealth Management held 407,640 shares of State Street SPDR S&P Bank ETF worth $17.7M as of Q4 2016.
Braver Wealth Management bought 255,992 State Street SPDR S&P Bank ETF shares in Q4 2016, an estimated $9.89M.
State Street SPDR S&P Bank ETF made up 2.88% of Braver Wealth Management's portfolio in Q4 2016, its #5 holding.
Braver Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2015 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.