Essex Savings Bank’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Essex Savings Bank’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
2019 Q3	–	Sell	-2,200	Closed	-$95K	–	420
2019 Q2	$95K	Hold	2,200	–	–	0.03%	349
2019 Q1	$92K	Hold	2,200	–	–	0.05%	226
2018 Q4	$82K	Buy	+2,200	New	+$93.3K	0.05%	235

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

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

Essex Savings Bank's KBE Position: Q3 2019 in Review

Essex Savings Bank sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2019, closing a stake of 2,200 shares — an estimated $95K sold.

Essex Savings Bank first reported a position in KBE in Q4 2018 and held it in 3 quarters. The position peaked at $95K in Q2 2019. 194 funds tracked by Wall St. Rank hold KBE as of Q3 2019.

Essex Savings Bank reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2019 after selling out during the quarter.
Essex Savings Bank sold 2,200 State Street SPDR S&P Bank ETF shares in Q3 2019, an estimated $95K.
Essex Savings Bank first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 3 quarters.
Essex Savings Bank's State Street SPDR S&P Bank ETF position peaked at $95K in Q2 2019.
194 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.