HCR Wealth Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-380	Closed	-$16K	–	229
2020 Q4	$16K	Hold	380	–	–	﹤0.01%	239
2020 Q3	$11K	Hold	380	–	–	﹤0.01%	222
2020 Q2	$12K	Hold	380	–	–	﹤0.01%	221
2020 Q1	$10K	Hold	380	–	–	﹤0.01%	210
2019 Q4	$18K	Buy	+380	New	+$17.2K	﹤0.01%	197

Other funds holding KBE

MIFH

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

HCR Wealth Advisors's KBE Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2021, closing a stake of 380 shares — an estimated $16K sold.

HCR Wealth Advisors first reported a position in KBE in Q4 2019 and held it in 5 quarters. The position peaked at $18K in Q4 2019. 282 funds tracked by Wall St. Rank hold KBE as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 380 State Street SPDR S&P Bank ETF shares in Q1 2021, an estimated $16K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's State Street SPDR S&P Bank ETF position peaked at $18K in Q4 2019.
282 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.