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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-500
Closed -$15K 1029
2016
Q1
$15K Buy
+500
New +$14.8K ﹤0.01% 764
2015
Q4
Sell
-200
Closed -$7K 1041
2015
Q3
$7K Hold
200
﹤0.01% 865
2015
Q2
$7K Buy
+200
New +$7K ﹤0.01% 961

Other funds holding KBE

Evercore Wealth Management's KBE Position: Q2 2016 in Review

Evercore Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2016, closing a stake of 500 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in KBE in Q2 2015 and held it in 3 quarters. The position peaked at $15K in Q1 2016. 127 funds tracked by Wall St. Rank hold KBE as of Q2 2016.

  • Evercore Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 500 State Street SPDR S&P Bank ETF shares in Q2 2016, an estimated $15K.
  • Evercore Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2015 and held it in 3 quarters.
  • Evercore Wealth Management's State Street SPDR S&P Bank ETF position peaked at $15K in Q1 2016.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2016.

Based on Evercore Wealth Management's 13F filing for Q2 2016, filed 1 Aug 2016.