Global Endowment Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Global Endowment 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
2019 Q3	–	Sell	-5,290	Closed	-$229K	–	130
2019 Q2	$229K	Buy	+5,290	New	+$230K	0.02%	168
2018 Q4	–	Sell	-12,260	Closed	-$571K	–	200
2018 Q3	$571K	Buy	+12,260	New	+$597K	0.08%	139

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

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

Global Endowment Management's KBE Position: Q3 2019 in Review

Global Endowment Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2019, closing a stake of 5,290 shares — an estimated $229K sold.

Global Endowment Management first reported a position in KBE in Q3 2018 and held it in 2 quarters. The position peaked at $571K in Q3 2018. 193 funds tracked by Wall St. Rank hold KBE as of Q3 2019.

Global Endowment Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2019 after selling out during the quarter.
Global Endowment Management sold 5,290 State Street SPDR S&P Bank ETF shares in Q3 2019, an estimated $229K.
Global Endowment Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and held it in 2 quarters.
Global Endowment Management's State Street SPDR S&P Bank ETF position peaked at $571K in Q3 2018.
193 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2019.

Based on Global Endowment Management's 13F filing for Q3 2019, filed 13 Nov 2019.