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Gary Goldberg Planning Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$13K Hold
330
– – 0.01% 334
2014
Q3 		$12K Hold
330
– – 0.01% 358
2014
Q2 		$13K Buy
+330
New +$13K 0.01% 330

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Gary Goldberg Planning Services's KRE Position: Q4 2014 in Review

Gary Goldberg Planning Services held its State Street SPDR S&P Regional Banking ETF (KRE) position steady in Q4 2014 at 330 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #334.

Gary Goldberg Planning Services first reported a position in KRE in Q2 2014 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold KRE as of Q4 2014.

  • Gary Goldberg Planning Services held 330 shares of State Street SPDR S&P Regional Banking ETF worth $13K as of Q4 2014.
  • Gary Goldberg Planning Services left its State Street SPDR S&P Regional Banking ETF share count unchanged in Q4 2014.
  • State Street SPDR S&P Regional Banking ETF made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #334 holding.
  • Gary Goldberg Planning Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2014 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.