Brouwer & Janachowski’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Brouwer & Janachowski’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
2018 Q1	–	Sell	-4,450	Closed	-$211K	–	57
2017 Q4	$211K	Buy	+4,450	New	+$205K	0.04%	54

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

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

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

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

PVH

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Brouwer & Janachowski's KBE Position: Q1 2018 in Review

Brouwer & Janachowski sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2018, closing a stake of 4,450 shares — an estimated $211K sold.

Brouwer & Janachowski first reported a position in KBE in Q4 2017 and held it in 1 quarter. The position peaked at $211K in Q4 2017. 258 funds tracked by Wall St. Rank hold KBE as of Q1 2018.

Brouwer & Janachowski reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2018 after selling out during the quarter.
Brouwer & Janachowski sold 4,450 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $211K.
Brouwer & Janachowski first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 1 quarter.
Brouwer & Janachowski's State Street SPDR S&P Bank ETF position peaked at $211K in Q4 2017.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.

Based on Brouwer & Janachowski's 13F filing for Q1 2018, filed 7 May 2018.