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Foresters Investment Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Foresters Investment Management’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-307,950
Closed -$18.3M – 346
2018
Q3 		$18.3M Sell
307,950
-351,900
-53% -$21.9M 0.29% 116
2018
Q2 		$40.3M Sell
659,850
-135,050
-17% -$8.47M 0.69% 33
2018
Q1 		$48M Buy
794,900
+1,500
+0.2% +$93.1K 0.8% 26
2017
Q4 		$46.7M Sell
793,400
-116,300
-13% -$6.68M 0.73% 27
2017
Q3 		$51.6M Buy
909,700
+24,100
+3% +$1.29M 0.84% 21
2017
Q2 		$48.7M Sell
885,600
-2,300
-0.3% -$124K 0.82% 22
2017
Q1 		$48.5M Sell
887,900
-29,000
-3% -$1.62M 0.85% 23
2016
Q4 		$51.4M Sell
916,900
-147,400
-14% -$7.22M 0.92% 17
2016
Q3 		$45M Buy
1,064,300
+31,350
+3% +$1.28M 0.83% 28
2016
Q2 		$39.6M Sell
1,032,950
-26,750
-3% -$1.06M 0.76% 37
2016
Q1 		$39.9M Buy
1,059,700
+11,200
+1% +$412K 0.81% 36
2015
Q4 		$44M Buy
1,048,500
+3,400
+0.3% +$147K 0.89% 23
2015
Q3 		$43M Buy
1,045,100
+403,900
+63% +$17.1M 0.92% 22
2015
Q2 		$28.3M Buy
641,200
+35,900
+6% +$1.53M 0.53% 77
2015
Q1 		$24.7M Buy
605,300
+215,625
+55% +$8.51M 0.48% 88
2014
Q4 		$15.9M Buy
389,675
+1,150
+0.3% +$45.1K 0.32% 117
2014
Q3 		$14.7M Sell
388,525
-200
-0.1% -$7.8K 0.31% 113
2014
Q2 		$15.7M Buy
388,725
+900
+0.2% +$35.4K 0.32% 118
2014
Q1 		$16M Sell
387,825
-275
-0.1% -$11K 0.35% 114
2013
Q4 		$15.8M Sell
388,100
-2,200
-0.6% -$84.3K 0.34% 115
2013
Q3 		$13.9M Buy
390,300
+144,000
+58% +$5.2M 0.34% 108
2013
Q2 		$8.35M Buy
+246,300
New +$7.87M 0.25% 117

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Foresters Investment Management's KRE Position: Q4 2018 in Review

Foresters Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 307,950 shares — an estimated $18.3M sold.

Foresters Investment Management first reported a position in KRE in Q2 2013 and held it in 22 quarters. The position peaked at $51.6M in Q3 2017. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

  • Foresters Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
  • Foresters Investment Management sold 307,950 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $18.3M.
  • Foresters Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 22 quarters.
  • Foresters Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $51.6M in Q3 2017.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Foresters Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.