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

Edge 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 Q4	–	Sell	-800	Closed	-$37K	–	593
2018 Q3	$37K	Hold	800	–	–	0.01%	290
2018 Q2	$38K	Buy	800 +400	+100%	+$19.5K	0.01%	276
2018 Q1	$19K	Hold	400	–	–	0.01%	315
2017 Q4	$19K	Hold	400	–	–	0.01%	316
2017 Q3	$18K	Hold	400	–	–	0.01%	312
2017 Q2	$18K	Hold	400	–	–	0.01%	314
2017 Q1	$17K	Buy	+400	New	+$17.6K	0.01%	306

Other funds holding KBE

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

ACI

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

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

Edge Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 800 shares — an estimated $37K sold.

Edge Wealth Management first reported a position in KBE in Q1 2017 and held it in 7 quarters. The position peaked at $38K in Q2 2018. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Edge Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Edge Wealth Management sold 800 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $37K.
Edge Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 7 quarters.
Edge Wealth Management's State Street SPDR S&P Bank ETF position peaked at $38K in Q2 2018.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.