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

Intercontinental 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
2020 Q1	–	Sell	-20	Closed	-$1K	–	242
2019 Q4	$1K	Sell	20 -53	-73%	-$2.94K	﹤0.01%	342
2019 Q3	$4K	Hold	73	–	–	﹤0.01%	400
2019 Q2	$4K	Hold	73	–	–	﹤0.01%	377
2019 Q1	$4K	Hold	73	–	–	﹤0.01%	402
2018 Q4	$3K	Buy	+73	New	+$3.9K	﹤0.01%	424

Other funds holding KRE

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

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

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Intercontinental Wealth Advisors's KRE Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 20 shares — an estimated $1K sold.

Intercontinental Wealth Advisors first reported a position in KRE in Q4 2018 and held it in 5 quarters. The position peaked at $4K in Q3 2019. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 20 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $1K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q3 2019.
279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.