Canada Life
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Canada Life’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Canada Life’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
2014
Q2 		– Sell
-504,657
Closed -$17.1M – 2433
2014
Q1 		$17.1M Sell
504,657
-73,546
-13% -$2.43M 0.06% 319
2013
Q4 		$19.2M Buy
578,203
+4,730
+0.8% +$150K 0.07% 290
2013
Q3 		$17.2M Sell
573,473
-59,032
-9% -$1.81M 0.07% 277
2013
Q2 		$18.2M Buy
+632,505
New +$17.3M 0.12% 154

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Canada Life's KBE Position: Q2 2014 in Review

Canada Life sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2014, closing a stake of 504,657 shares — an estimated $17.1M sold.

Canada Life first reported a position in KBE in Q2 2013 and held it in 4 quarters. The position peaked at $19.2M in Q4 2013. 108 funds tracked by Wall St. Rank hold KBE as of Q2 2014.

  • Canada Life reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2014 after selling out during the quarter.
  • Canada Life sold 504,657 State Street SPDR S&P Bank ETF shares in Q2 2014, an estimated $17.1M.
  • Canada Life first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 4 quarters.
  • Canada Life's State Street SPDR S&P Bank ETF position peaked at $19.2M in Q4 2013.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2014.

Based on Canada Life's 13F filing for Q2 2014, filed 6 Aug 2014.