Dakota Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,487
Closed -$395K 289
2018
Q3
$395K Sell
8,487
-5,721
-40% -$279K 0.09% 177
2018
Q2
$670K Buy
+14,208
New +$694K 0.19% 102

Other funds holding KBE

Dakota Wealth Management's KBE Position: Q4 2018 in Review

Dakota Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 8,487 shares — an estimated $395K sold.

Dakota Wealth Management first reported a position in KBE in Q2 2018 and held it in 2 quarters. The position peaked at $670K in Q2 2018. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

  • Dakota Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
  • Dakota Wealth Management sold 8,487 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $395K.
  • Dakota Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and held it in 2 quarters.
  • Dakota Wealth Management's State Street SPDR S&P Bank ETF position peaked at $670K in Q2 2018.
  • 224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Dakota Wealth Management's 13F filing for Q4 2018, filed 22 Jan 2019.