KWMG LLC’s State Street SPDR S&P Bank ETF KBE Stock Holding History

KWMG LLC’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-682	Closed	-$28K	–	289
2019 Q1	$28K	Hold	682	–	–	0.01%	203
2018 Q4	$25K	Hold	682	–	–	0.01%	211
2018 Q3	$32K	Hold	682	–	–	0.01%	196
2018 Q2	$32K	Buy	+682	New	+$33.3K	0.01%	191

Other funds holding KBE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWMG LLC's KBE Position: Q2 2019 in Review

KWMG LLC sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2019, closing a stake of 682 shares — an estimated $28K sold.

KWMG LLC first reported a position in KBE in Q2 2018 and held it in 4 quarters. The position peaked at $32K in Q3 2018. 199 funds tracked by Wall St. Rank hold KBE as of Q2 2019.

KWMG LLC reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 682 State Street SPDR S&P Bank ETF shares in Q2 2019, an estimated $28K.
KWMG LLC first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and held it in 4 quarters.
KWMG LLC's State Street SPDR S&P Bank ETF position peaked at $32K in Q3 2018.
199 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.