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

Icon 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
2019 Q2	–	Sell	-700	Closed	-$36K	–	490
2019 Q1	$36K	Buy	+700	New	+$37.4K	0.01%	428
2018 Q3	–	Sell	-700	Closed	-$43K	–	515
2018 Q2	$43K	Buy	+700	New	+$43.9K	0.02%	419
2018 Q1	–	Sell	-500	Closed	-$29K	–	511
2017 Q4	$29K	Buy	+500	New	+$28.7K	0.01%	534

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

Icon Wealth Partners's KRE Position: Q2 2019 in Review

Icon Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 700 shares — an estimated $36K sold.

Icon Wealth Partners first reported a position in KRE in Q4 2017 and held it in 3 quarters. The position peaked at $43K in Q2 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Icon Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 700 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $36K.
Icon Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $43K in Q2 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.