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

Capital Guardian 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 Q4	–	Sell	-751	Closed	-$35K	–	367
2018 Q3	$35K	Buy	+751	New	+$36.6K	﹤0.01%	368
2015 Q1	–	Sell	-7,850	Closed	-$263K	–	781
2014 Q4	$263K	Hold	7,850	–	–	﹤0.01%	314
2014 Q3	$250K	Hold	7,850	–	–	﹤0.01%	307
2014 Q2	$262K	Hold	7,850	–	–	﹤0.01%	293
2014 Q1	$267K	Buy	7,850 +1,071	+16%	+$35.3K	﹤0.01%	287
2013 Q4	$225K	Hold	6,779	–	–	﹤0.01%	298
2013 Q3	$204K	Hold	6,779	–	–	﹤0.01%	281
2013 Q2	$195K	Buy	+6,779	New	+$185K	﹤0.01%	276

Other funds holding KBE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Capital Guardian Trust's KBE Position: Q4 2018 in Review

Capital Guardian Trust sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 751 shares — an estimated $35K sold.

Capital Guardian Trust first reported a position in KBE in Q2 2013 and held it in 8 quarters. The position peaked at $267K in Q1 2014. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Capital Guardian Trust reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 751 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $35K.
Capital Guardian Trust first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 8 quarters.
Capital Guardian Trust's State Street SPDR S&P Bank ETF position peaked at $267K in Q1 2014.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.