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

IRON Financial’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
2015 Q4	–	Sell	-169,905	Closed	-$7M	–	97
2015 Q3	$7M	Buy	169,905 +78,853	+87%	+$3.35M	4.66%	5
2015 Q2	$4.02M	Hold	91,052	–	–	3.79%	8
2015 Q1	$3.72M	Buy	+91,052	New	+$3.59M	2.9%	11

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

IRON Financial's KRE Position: Q4 2015 in Review

IRON Financial sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2015, closing a stake of 169,905 shares — an estimated $7M sold.

IRON Financial first reported a position in KRE in Q1 2015 and held it in 3 quarters. The position peaked at $7M in Q3 2015. 253 funds tracked by Wall St. Rank hold KRE as of Q4 2015.

IRON Financial reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2015 after selling out during the quarter.
IRON Financial sold 169,905 State Street SPDR S&P Regional Banking ETF shares in Q4 2015, an estimated $7M.
IRON Financial first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2015 and held it in 3 quarters.
IRON Financial's State Street SPDR S&P Regional Banking ETF position peaked at $7M in Q3 2015.
253 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2015.

Based on IRON Financial's 13F filing for Q4 2015, filed 19 Jan 2016.