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

Heritage Wealth Advisors’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
2019 Q2	–	Sell	-1,689	Closed	-$86.7K	–	468
2019 Q1	$86.7K	Sell	1,689 -204,243	-99%	-$10.9M	0.01%	187
2018 Q4	$9.63M	Sell	205,932 -46,147	-18%	-$2.47M	1.88%	10
2018 Q3	$15M	Buy	252,079 +26,791	+12%	+$1.67M	2.93%	7
2018 Q2	$13.7M	Buy	+225,288	New	+$14.1M	5.14%	5

Other funds holding KRE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Heritage Wealth Advisors's KRE Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 1,689 shares — an estimated $86.7K sold.

Heritage Wealth Advisors first reported a position in KRE in Q2 2018 and held it in 4 quarters. The position peaked at $15M in Q3 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Heritage Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Heritage Wealth Advisors sold 1,689 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $86.7K.
Heritage Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 4 quarters.
Heritage Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $15M in Q3 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.