Founders Financial Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Founders Financial Securities’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
2016 Q4	–	Sell	-154,835	Closed	-$5.17M	–	92
2016 Q3	$5.17M	Buy	+154,835	New	+$5.03M	2.21%	18
2015 Q1	–	Sell	-103,347	Closed	-$3.47M	–	83
2014 Q4	$3.47M	Buy	103,347 +1,430	+1%	+$46.6K	2.07%	9
2014 Q3	$3.25M	Buy	+101,917	New	+$3.31M	2.09%	12
2014 Q2	–	Sell	-133,701	Closed	-$4.55K	–	84
2014 Q1	$4.55K	Buy	+133,701	New	+$4.41M	3.05%	8

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WKKFT

W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Founders Financial Securities's KBE Position: Q4 2016 in Review

Founders Financial Securities sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2016, closing a stake of 154,835 shares — an estimated $5.17M sold.

Founders Financial Securities first reported a position in KBE in Q1 2014 and held it in 4 quarters. The position peaked at $5.17M in Q3 2016. 186 funds tracked by Wall St. Rank hold KBE as of Q4 2016.

Founders Financial Securities reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2016 after selling out during the quarter.
Founders Financial Securities sold 154,835 State Street SPDR S&P Bank ETF shares in Q4 2016, an estimated $5.17M.
Founders Financial Securities first reported a position in State Street SPDR S&P Bank ETF in Q1 2014 and held it in 4 quarters.
Founders Financial Securities's State Street SPDR S&P Bank ETF position peaked at $5.17M in Q3 2016.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2016.

Based on Founders Financial Securities's 13F filing for Q4 2016, filed 10 Jan 2017.