Cambridge Trust’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Cambridge Trust’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
2020 Q1	–	Sell	-8,370	Closed	-$396K	–	253
2019 Q4	$396K	Hold	8,370	–	–	0.02%	201
2019 Q3	$361K	Buy	+8,370	New	+$357K	0.02%	197

Other funds holding KBE

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Cambridge Trust's KBE Position: Q1 2020 in Review

Cambridge Trust sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 8,370 shares — an estimated $396K sold.

Cambridge Trust first reported a position in KBE in Q3 2019 and held it in 2 quarters. The position peaked at $396K in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

Cambridge Trust reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
Cambridge Trust sold 8,370 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $396K.
Cambridge Trust first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 2 quarters.
Cambridge Trust's State Street SPDR S&P Bank ETF position peaked at $396K in Q4 2019.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Cambridge Trust's 13F filing for Q1 2020, filed 4 May 2020.