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Fortress Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Fortress Investment Group’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
2014
Q4 		– Sell
-301,140
Closed -$9.61M – 202
2014
Q3 		$9.61M Buy
+301,140
New +$9.79M 0.11% 60
2014
Q2 		– Sell
-410,500
Closed -$14M – 163
2014
Q1 		$14M Buy
+410,500
New +$13.5M 0.21% 27

Other funds holding KBE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortress Investment Group's KBE Position: Q4 2014 in Review

Fortress Investment Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2014, closing a stake of 301,140 shares — an estimated $9.61M sold.

Fortress Investment Group first reported a position in KBE in Q1 2014 and held it in 2 quarters. The position peaked at $14M in Q1 2014. 126 funds tracked by Wall St. Rank hold KBE as of Q4 2014.

  • Fortress Investment Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2014 after selling out during the quarter.
  • Fortress Investment Group sold 301,140 State Street SPDR S&P Bank ETF shares in Q4 2014, an estimated $9.61M.
  • Fortress Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2014 and held it in 2 quarters.
  • Fortress Investment Group's State Street SPDR S&P Bank ETF position peaked at $14M in Q1 2014.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2014.

Based on Fortress Investment Group's 13F filing for Q4 2014, filed 18 Feb 2015.