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Lake Point Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Lake Point Wealth Management’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
Q1 		– Sell
-21
Closed -$1K – 779
2018
Q4 		$1K Buy
+21
New +$1.12K ﹤0.01% 765

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DA
Duality Advisers Miami, Florida $1.01B AUM 14.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Point Wealth Management's KRE Position: Q1 2019 in Review

Lake Point Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2019, closing a stake of 21 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in KRE in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 368 funds tracked by Wall St. Rank hold KRE as of Q1 2019.

  • Lake Point Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 21 State Street SPDR S&P Regional Banking ETF shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $1K in Q4 2018.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.