Hefty Wealth Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Hefty Wealth Partners’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 Q4	–	Sell	-1,363	Closed	-$57K	–	250
2016 Q3	$57K	Buy	+1,363	New	+$55.8K	0.04%	117
2016 Q1	–	Sell	-1,077	Closed	-$45K	–	227
2015 Q4	$45K	Buy	+1,077	New	+$46.6K	0.04%	108

Other funds holding KRE

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hefty Wealth Partners's KRE Position: Q4 2016 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2016, closing a stake of 1,363 shares — an estimated $57K sold.

Hefty Wealth Partners first reported a position in KRE in Q4 2015 and held it in 2 quarters. The position peaked at $57K in Q3 2016. 318 funds tracked by Wall St. Rank hold KRE as of Q4 2016.

Hefty Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2016 after selling out during the quarter.
Hefty Wealth Partners sold 1,363 State Street SPDR S&P Regional Banking ETF shares in Q4 2016, an estimated $57K.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 2 quarters.
Hefty Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $57K in Q3 2016.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2016.

Based on Hefty Wealth Partners's 13F filing for Q4 2016, filed 5 Jan 2017.