Independent Portfolio Consultants’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$40K	Sell	720 -320	-31%	-$17.2K	0.02%	543
2017 Q1	$57K	Sell	1,040 -570	-35%	-$31.9K	0.02%	542
2016 Q4	$89K	Hold	1,610	–	–	0.03%	464
2016 Q3	$68K	Buy	+1,610	New	+$65.9K	0.02%	493

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Portfolio Consultants's KRE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 31% in Q2 2017, selling an estimated $17.2K and leaving 720 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #543.

Independent Portfolio Consultants first reported a position in KRE in Q3 2016 and has held it in 4 quarters since. The position peaked at $89K in Q4 2016. 342 funds tracked by Wall St. Rank hold KRE as of Q2 2017.

Independent Portfolio Consultants held 720 shares of State Street SPDR S&P Regional Banking ETF worth $40K as of Q2 2017.
Independent Portfolio Consultants sold 320 State Street SPDR S&P Regional Banking ETF shares in Q2 2017, an estimated $17.2K.
State Street SPDR S&P Regional Banking ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #543 holding.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2016 and has held it in 4 quarters since.
Independent Portfolio Consultants's State Street SPDR S&P Regional Banking ETF position peaked at $89K in Q4 2016.
342 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.