Capital Planning 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
Q1
Sell
-24,752
Closed -$837K 103
2015
Q4
$837K Buy
+24,752
New +$861K 0.49% 48

Other funds holding KBE

Capital Planning Advisors's KBE Position: Q1 2016 in Review

Capital Planning Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2016, closing a stake of 24,752 shares — an estimated $837K sold.

Capital Planning Advisors first reported a position in KBE in Q4 2015 and held it in 1 quarter. The position peaked at $837K in Q4 2015. 140 funds tracked by Wall St. Rank hold KBE as of Q1 2016.

  • Capital Planning Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2016 after selling out during the quarter.
  • Capital Planning Advisors sold 24,752 State Street SPDR S&P Bank ETF shares in Q1 2016, an estimated $837K.
  • Capital Planning Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2015 and held it in 1 quarter.
  • Capital Planning Advisors's State Street SPDR S&P Bank ETF position peaked at $837K in Q4 2015.
  • 140 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2016.

Based on Capital Planning Advisors's 13F filing for Q1 2016, filed 4 May 2016.