Empire Life Investments’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Empire Life Investments’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
2017 Q2	–	Sell	-3,664	Closed	-$138K	–	109
2017 Q1	$138K	Hold	3,664	–	–	0.01%	106
2016 Q4	$160K	Buy	+3,664	New	+$142K	0.01%	99

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

ACI

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

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

PVH

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

Empire Life Investments's KBE Position: Q2 2017 in Review

Empire Life Investments sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2017, closing a stake of 3,664 shares — an estimated $138K sold.

Empire Life Investments first reported a position in KBE in Q4 2016 and held it in 2 quarters. The position peaked at $160K in Q4 2016. 215 funds tracked by Wall St. Rank hold KBE as of Q2 2017.

Empire Life Investments reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2017 after selling out during the quarter.
Empire Life Investments sold 3,664 State Street SPDR S&P Bank ETF shares in Q2 2017, an estimated $138K.
Empire Life Investments first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 2 quarters.
Empire Life Investments's State Street SPDR S&P Bank ETF position peaked at $160K in Q4 2016.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2017.

Based on Empire Life Investments's 13F filing for Q2 2017, filed 14 Aug 2017.