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

Capital Bank & 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
2018
Q1 		– Sell
-2,046
Closed -$97K – 673
2017
Q4 		$97K Buy
+2,046
New +$94.1K ﹤0.01% 356

Other funds holding KBE

Goldman Sachs
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
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

Capital Bank & Trust's KBE Position: Q1 2018 in Review

Capital Bank & Trust sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2018, closing a stake of 2,046 shares — an estimated $97K sold.

Capital Bank & Trust first reported a position in KBE in Q4 2017 and held it in 1 quarter. The position peaked at $97K in Q4 2017. 258 funds tracked by Wall St. Rank hold KBE as of Q1 2018.

  • Capital Bank & Trust reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Capital Bank & Trust sold 2,046 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $97K.
  • Capital Bank & Trust first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 1 quarter.
  • Capital Bank & Trust's State Street SPDR S&P Bank ETF position peaked at $97K in Q4 2017.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.

Based on Capital Bank & Trust's 13F filing for Q1 2018, filed 15 May 2018.