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Harfst & Associates’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Harfst & Associates’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
2016
Q1 		– Sell
-250
Closed -$10K – 161
2015
Q4 		$10K Hold
250
– – ﹤0.01% 237
2015
Q3 		$10K Buy
+250
New +$10.6K ﹤0.01% 231

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Harfst & Associates's KRE Position: Q1 2016 in Review

Harfst & Associates sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2016, closing a stake of 250 shares — an estimated $10K sold.

Harfst & Associates first reported a position in KRE in Q3 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 209 funds tracked by Wall St. Rank hold KRE as of Q1 2016.

  • Harfst & Associates reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2016 after selling out during the quarter.
  • Harfst & Associates sold 250 State Street SPDR S&P Regional Banking ETF shares in Q1 2016, an estimated $10K.
  • Harfst & Associates first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2015 and held it in 2 quarters.
  • Harfst & Associates's State Street SPDR S&P Regional Banking ETF position peaked at $10K in Q4 2015.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2016.

Based on Harfst & Associates's 13F filing for Q1 2016, filed 3 May 2016.