Financial Advocates Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-21,977	Closed	-$1.05M	–	516
2018 Q2	$1.05M	Buy	21,977 +1,742	+9%	+$85.1K	0.13%	167
2018 Q1	$969K	Buy	20,235 +1,528	+8%	+$75.9K	0.13%	170
2017 Q4	$886K	Buy	+18,707	New	+$861K	0.12%	177

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

ACI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MMEA

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Financial Advocates Investment Management's KBE Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2018, closing a stake of 21,977 shares — an estimated $1.05M sold.

Financial Advocates Investment Management first reported a position in KBE in Q4 2017 and held it in 3 quarters. The position peaked at $1.05M in Q2 2018. 257 funds tracked by Wall St. Rank hold KBE as of Q3 2018.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 21,977 State Street SPDR S&P Bank ETF shares in Q3 2018, an estimated $1.05M.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 3 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Bank ETF position peaked at $1.05M in Q2 2018.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.