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

Dynasty 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
2018 Q1	–	Sell	-8,700	Closed	-$412K	–	81
2017 Q4	$412K	Buy	+8,700	New	+$400K	0.71%	42

Other funds holding KBE

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

ACI

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

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Dynasty Wealth Management's KBE Position: Q1 2018 in Review

Dynasty Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2018, closing a stake of 8,700 shares — an estimated $412K sold.

Dynasty Wealth Management first reported a position in KBE in Q4 2017 and held it in 1 quarter. The position peaked at $412K in Q4 2017. 258 funds tracked by Wall St. Rank hold KBE as of Q1 2018.

Dynasty Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2018 after selling out during the quarter.
Dynasty Wealth Management sold 8,700 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $412K.
Dynasty Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 1 quarter.
Dynasty Wealth Management's State Street SPDR S&P Bank ETF position peaked at $412K in Q4 2017.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.