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Buckingham Strategic Wealth’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Buckingham Strategic Wealth’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
2017
Q2 		– Sell
-11,429
Closed -$491K – 305
2017
Q1 		$491K Buy
+11,429
New +$503K 0.14% 138

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Buckingham Strategic Wealth's KBE Position: Q2 2017 in Review

Buckingham Strategic Wealth sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2017, closing a stake of 11,429 shares — an estimated $491K sold.

Buckingham Strategic Wealth first reported a position in KBE in Q1 2017 and held it in 1 quarter. The position peaked at $491K in Q1 2017. 215 funds tracked by Wall St. Rank hold KBE as of Q2 2017.

  • Buckingham Strategic Wealth reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 11,429 State Street SPDR S&P Bank ETF shares in Q2 2017, an estimated $491K.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 1 quarter.
  • Buckingham Strategic Wealth's State Street SPDR S&P Bank ETF position peaked at $491K in Q1 2017.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2017, filed 8 Aug 2017.