Fragasso Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Fragasso Financial Advisors’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
2020 Q2	–	Sell	-14,144	Closed	-$381K	–	119
2020 Q1	$381K	Buy	+14,144	New	+$566K	0.09%	89

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fragasso Financial Advisors's KBE Position: Q2 2020 in Review

Fragasso Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 14,144 shares — an estimated $381K sold.

Fragasso Financial Advisors first reported a position in KBE in Q1 2020 and held it in 1 quarter. The position peaked at $381K in Q1 2020. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Fragasso Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
Fragasso Financial Advisors sold 14,144 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $381K.
Fragasso Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2020 and held it in 1 quarter.
Fragasso Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $381K in Q1 2020.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Fragasso Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.