Clarfeld Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$104K	Buy	+2,772	New	+$118K	0.09%	65

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Clarfeld Financial Advisors's KBE Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q4 2018: 2,772 shares worth $104K. The stake represents 0.09% of the portfolio and ranks #65 among its holdings.

225 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Clarfeld Financial Advisors held 2,772 shares of State Street SPDR S&P Bank ETF worth $104K as of Q4 2018.
State Street SPDR S&P Bank ETF was a new Clarfeld Financial Advisors position in Q4 2018.
State Street SPDR S&P Bank ETF made up 0.09% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #65 holding.
225 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.