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City Financial Investment Company’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

City Financial Investment Company’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
Q1 		– Sell
-218,000
Closed -$13.5M – 96
2017
Q4 		$12.8M Buy
+218,000
New +$12.5M 1.54% 23

Other funds holding KRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

City Financial Investment Company's KRE Position: Q1 2018 in Review

City Financial Investment Company sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2018, closing a stake of 218,000 shares — an estimated $13.5M sold.

City Financial Investment Company first reported a position in KRE in Q4 2017 and held it in 1 quarter. The position peaked at $12.8M in Q4 2017. 416 funds tracked by Wall St. Rank hold KRE as of Q1 2018.

  • City Financial Investment Company reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2018 after selling out during the quarter.
  • City Financial Investment Company sold 218,000 State Street SPDR S&P Regional Banking ETF shares in Q1 2018, an estimated $13.5M.
  • City Financial Investment Company first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 1 quarter.
  • City Financial Investment Company's State Street SPDR S&P Regional Banking ETF position peaked at $12.8M in Q4 2017.
  • 416 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2018.

Based on City Financial Investment Company's 13F filing for Q1 2018, filed 15 May 2018.