Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2018 Q2	–	Sell	-4,880	Closed	-$233K	–	112
2018 Q1	$233K	Buy	+4,880	New	+$243K	0.08%	101
2017 Q2	–	Sell	-10,733	Closed	-$451K	–	126
2017 Q1	$451K	Buy	+10,733	New	+$473K	0.19%	77

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

ACI

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's KBE Position: Q2 2018 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2018, closing a stake of 4,880 shares — an estimated $233K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in KBE in Q1 2017 and held it in 2 quarters. The position peaked at $451K in Q1 2017. 256 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2018 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 4,880 State Street SPDR S&P Bank ETF shares in Q2 2018, an estimated $233K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 2 quarters.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Bank ETF position peaked at $451K in Q1 2017.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2018, filed 3 Aug 2018.