CT Financial Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

CT Financial Advisors’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
2017 Q1	$334K	Buy	6,115 +628	+11%	+$35.1K	0.21%	106
2016 Q4	$305K	Buy	5,487 +47	+0.9%	+$2.3K	0.19%	113
2016 Q3	$230K	Sell	5,440 -1,120	-17%	-$45.9K	0.14%	135
2016 Q2	$252K	Buy	6,560 +2,943	+81%	+$116K	0.16%	122
2016 Q1	$136K	Buy	3,617 +16	+0.4%	+$588	0.08%	187
2015 Q4	$151K	Buy	3,601 +463	+15%	+$20K	0.09%	168
2015 Q3	$129K	Sell	3,138 -152	-5%	-$6.45K	0.08%	182
2015 Q2	$145K	Buy	3,290 +137	+4%	+$5.82K	0.08%	181
2015 Q1	$129K	Sell	3,153 -495	-14%	-$19.5K	0.07%	203
2014 Q4	$148K	Buy	+3,648	New	+$143K	0.11%	137
2014 Q1	$129K	Buy	+3,153	New	+$126K	0.07%	203

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

CT Financial Advisors's KRE Position: Q1 2017 in Review

CT Financial Advisors increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 11% in Q1 2017, buying an estimated $35.1K and bringing the position to 6,115 shares worth $334K. The position accounts for 0.21% of the portfolio, ranked #106.

CT Financial Advisors first reported a position in KRE in Q1 2014 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold KRE as of Q1 2017.

CT Financial Advisors held 6,115 shares of State Street SPDR S&P Regional Banking ETF worth $334K as of Q1 2017.
CT Financial Advisors bought 628 State Street SPDR S&P Regional Banking ETF shares in Q1 2017, an estimated $35.1K.
State Street SPDR S&P Regional Banking ETF made up 0.21% of CT Financial Advisors's portfolio in Q1 2017, its #106 holding.
CT Financial Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2014 and has held it in 11 quarters since.
325 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.