Chevy Chase Trust
KRE icon

Chevy Chase Trust’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Chevy Chase Trust’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,730
Closed -$350K – 687
2018
Q2 		$350K Buy
+5,730
New +$359K ﹤0.01% 612

Other funds holding KRE

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Chevy Chase Trust's KRE Position: Q3 2018 in Review

Chevy Chase Trust sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2018, closing a stake of 5,730 shares — an estimated $350K sold.

Chevy Chase Trust first reported a position in KRE in Q2 2018 and held it in 1 quarter. The position peaked at $350K in Q2 2018. 430 funds tracked by Wall St. Rank hold KRE as of Q3 2018.

  • Chevy Chase Trust reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2018 after selling out during the quarter.
  • Chevy Chase Trust sold 5,730 State Street SPDR S&P Regional Banking ETF shares in Q3 2018, an estimated $350K.
  • Chevy Chase Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 1 quarter.
  • Chevy Chase Trust's State Street SPDR S&P Regional Banking ETF position peaked at $350K in Q2 2018.
  • 430 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2018.

Based on Chevy Chase Trust's 13F filing for Q3 2018, filed 23 Oct 2018.