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

Dorchester Wealth Management’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
2021
Q1 		– Sell
-4,800
Closed -$201K – 152
2020
Q4 		$201K Buy
+4,800
New +$178K 0.05% 136

Other funds holding KBE

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Dorchester Wealth Management's KBE Position: Q1 2021 in Review

Dorchester Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2021, closing a stake of 4,800 shares — an estimated $201K sold.

Dorchester Wealth Management first reported a position in KBE in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 282 funds tracked by Wall St. Rank hold KBE as of Q1 2021.

  • Dorchester Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2021 after selling out during the quarter.
  • Dorchester Wealth Management sold 4,800 State Street SPDR S&P Bank ETF shares in Q1 2021, an estimated $201K.
  • Dorchester Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 1 quarter.
  • Dorchester Wealth Management's State Street SPDR S&P Bank ETF position peaked at $201K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2021.

Based on Dorchester Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.