CFM Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

CFM Wealth Partners’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 Q3	–	Sell	-7,305	Closed	-$230K	–	323
2020 Q2	$230K	Sell	7,305 -2,389	-25%	-$72.1K	0.09%	134
2020 Q1	$261K	Sell	9,694 -355	-4%	-$14.2K	0.12%	110
2019 Q4	$469K	Buy	+10,049	New	+$455K	0.17%	91

Other funds holding KBE

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

Morgan Stanley New York $1.66T AUM 25.57% 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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM Wealth Partners's KBE Position: Q3 2020 in Review

CFM Wealth Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 7,305 shares — an estimated $230K sold.

CFM Wealth Partners first reported a position in KBE in Q4 2019 and held it in 3 quarters. The position peaked at $469K in Q4 2019. 163 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

CFM Wealth Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 7,305 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $230K.
CFM Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $469K in Q4 2019.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.