Burt Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-1,011
Closed -$31K 494
2016
Q1
$31K Buy
+1,011
New +$30K 0.03% 203

Other funds holding KBE

Burt Wealth Advisors's KBE Position: Q2 2016 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2016, closing a stake of 1,011 shares — an estimated $31K sold.

Burt Wealth Advisors first reported a position in KBE in Q1 2016 and held it in 1 quarter. The position peaked at $31K in Q1 2016. 127 funds tracked by Wall St. Rank hold KBE as of Q2 2016.

  • Burt Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,011 State Street SPDR S&P Bank ETF shares in Q2 2016, an estimated $31K.
  • Burt Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $31K in Q1 2016.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.