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

Holistic Financial 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
2018
Q2 		– Sell
-566
Closed -$34K – 213
2018
Q1 		$34K Sell
566
-88
-13% -$5.46K 0.03% 236
2017
Q4 		$38K Buy
+654
New +$37.6K 0.03% 227

Other funds holding KRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holistic Financial Partners's KRE Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2018, closing a stake of 566 shares — an estimated $34K sold.

Holistic Financial Partners first reported a position in KRE in Q4 2017 and held it in 2 quarters. The position peaked at $38K in Q4 2017. 433 funds tracked by Wall St. Rank hold KRE as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 566 State Street SPDR S&P Regional Banking ETF shares in Q2 2018, an estimated $34K.
  • Holistic Financial Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR S&P Regional Banking ETF position peaked at $38K in Q4 2017.
  • 433 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.