Braver Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Braver Wealth Management’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 Q4	$1.47M	Sell	26,461 -1,550	-6%	-$75.9K	0.24%	86
2016 Q3	$1.18M	Sell	28,011 -2,666	-9%	-$109K	0.2%	84
2016 Q2	$1.18M	Buy	30,677 +1,324	+5%	+$52.3K	0.2%	72
2016 Q1	$1.1M	Sell	29,353 -249	-0.8%	-$9.15K	0.18%	80
2015 Q4	$1.24M	Buy	29,602 +17,990	+155%	+$778K	0.26%	62
2015 Q3	$478K	Buy	11,612 +14	+0.1%	+$594	0.12%	63
2015 Q2	$512K	Buy	11,598 +12	+0.1%	+$510	0.12%	69
2015 Q1	$473K	Buy	11,586 +12	+0.1%	+$474	0.1%	73
2014 Q4	$471K	Buy	11,574 +15	+0.1%	+$589	0.1%	68
2014 Q3	$438K	Buy	11,559 +13	+0.1%	+$507	0.13%	62
2014 Q2	$466K	Buy	11,546 +13	+0.1%	+$511	0.12%	71
2014 Q1	$477K	Buy	+11,533	New	+$459K	0.14%	60
2013 Q4	–	Sell	-88,221	Closed	-$3.15M	–	81
2013 Q3	$3.15M	Buy	+88,221	New	+$3.19M	1.09%	18

Other funds holding KRE

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Braver Wealth Management reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 5.5% in Q4 2016, selling an estimated $75.9K and leaving 26,461 shares worth $1.47M. The position accounts for 0.24% of the portfolio, ranked #86.

Braver Wealth Management first reported a position in KRE in Q3 2013 and has held it in 13 quarters since. The position peaked at $3.15M in Q3 2013. 318 funds tracked by Wall St. Rank hold KRE as of Q4 2016.

Braver Wealth Management held 26,461 shares of State Street SPDR S&P Regional Banking ETF worth $1.47M as of Q4 2016.
Braver Wealth Management sold 1,550 State Street SPDR S&P Regional Banking ETF shares in Q4 2016, an estimated $75.9K.
State Street SPDR S&P Regional Banking ETF made up 0.24% of Braver Wealth Management's portfolio in Q4 2016, its #86 holding.
Braver Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2013 and has held it in 13 quarters since.
Braver Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $3.15M in Q3 2013.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2016.

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