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Carmichael Hill & Associates’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Carmichael Hill & Associates’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
-150
Closed -$7K – 708
2019
Q4 		$7K Buy
+150
New +$6.8K 0.01% 520

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Carmichael Hill & Associates's KBE Position: Q1 2020 in Review

Carmichael Hill & Associates sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 150 shares — an estimated $7K sold.

Carmichael Hill & Associates first reported a position in KBE in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

  • Carmichael Hill & Associates reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 150 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $7K.
  • Carmichael Hill & Associates first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 1 quarter.
  • Carmichael Hill & Associates's State Street SPDR S&P Bank ETF position peaked at $7K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Carmichael Hill & Associates's 13F filing for Q1 2020, filed 5 May 2020.