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Donaldson Capital Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Donaldson Capital Management’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
-5,576
Closed -$340K – 205
2018
Q2 		$340K Buy
+5,576
New +$350K 0.03% 127

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

Donaldson Capital Management's KRE Position: Q3 2018 in Review

Donaldson Capital Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2018, closing a stake of 5,576 shares — an estimated $340K sold.

Donaldson Capital Management first reported a position in KRE in Q2 2018 and held it in 1 quarter. The position peaked at $340K in Q2 2018. 430 funds tracked by Wall St. Rank hold KRE as of Q3 2018.

  • Donaldson Capital Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2018 after selling out during the quarter.
  • Donaldson Capital Management sold 5,576 State Street SPDR S&P Regional Banking ETF shares in Q3 2018, an estimated $340K.
  • Donaldson Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 1 quarter.
  • Donaldson Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $340K 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 Donaldson Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.