Hefty Wealth Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Hefty Wealth Partners’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 Q1	$44K	Sell	915 -281	-23%	-$14K	0.03%	147
2017 Q4	$57K	Sell	1,196 -158	-12%	-$7.27K	0.04%	136
2017 Q3	$61K	Buy	+1,354	New	+$58K	0.04%	124
2016 Q4	–	Sell	-1,726	Closed	-$57K	–	247
2016 Q3	$57K	Buy	+1,726	New	+$56.1K	0.04%	116

Other funds holding KBE

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 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

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

PVH

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Hefty Wealth Partners's KBE Position: Q1 2018 in Review

Hefty Wealth Partners reduced its State Street SPDR S&P Bank ETF (KBE) stake by 23% in Q1 2018, selling an estimated $14K and leaving 915 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #147.

Hefty Wealth Partners first reported a position in KBE in Q3 2016 and has held it in 4 quarters since. The position peaked at $61K in Q3 2017. 258 funds tracked by Wall St. Rank hold KBE as of Q1 2018.

Hefty Wealth Partners held 915 shares of State Street SPDR S&P Bank ETF worth $44K as of Q1 2018.
Hefty Wealth Partners sold 281 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $14K.
State Street SPDR S&P Bank ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #147 holding.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Bank ETF in Q3 2016 and has held it in 4 quarters since.
Hefty Wealth Partners's State Street SPDR S&P Bank ETF position peaked at $61K in Q3 2017.
258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.