Lehman Financial Resources’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Lehman Financial Resources’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
2018 Q3	$5.86M	Sell	125,928 -198	-0.2%	-$9.65K	2.75%	7
2018 Q2	$5.95M	Sell	126,126 -196	-0.2%	-$9.57K	3%	7
2018 Q1	$6.05M	Sell	126,322 -3,497	-3%	-$174K	3.1%	7
2017 Q4	$6.14M	Sell	129,819 -2,795	-2%	-$129K	3.19%	7
2017 Q3	$5.98M	Buy	132,614 +1,504	+1%	+$64.5K	3.04%	8
2017 Q2	$5.73M	Buy	131,110 +2,004	+2%	+$85.2K	3.23%	8
2017 Q1	$5.55M	Buy	129,106 +1,603	+1%	+$70.6K	3.07%	10
2016 Q4	$5.54M	Buy	+127,503	New	+$4.93M	3.16%	11

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

MMEA

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lehman Financial Resources's KBE Position: Q3 2018 in Review

Lehman Financial Resources reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.16% in Q3 2018, selling an estimated $9.65K and leaving 125,928 shares worth $5.86M. The position accounts for 2.75% of the portfolio, ranked #7.

Lehman Financial Resources first reported a position in KBE in Q4 2016 and has held it in 8 quarters since. The position peaked at $6.14M in Q4 2017. 256 funds tracked by Wall St. Rank hold KBE as of Q3 2018.

Lehman Financial Resources held 125,928 shares of State Street SPDR S&P Bank ETF worth $5.86M as of Q3 2018.
Lehman Financial Resources sold 198 State Street SPDR S&P Bank ETF shares in Q3 2018, an estimated $9.65K.
State Street SPDR S&P Bank ETF made up 2.75% of Lehman Financial Resources's portfolio in Q3 2018, its #7 holding.
Lehman Financial Resources first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and has held it in 8 quarters since.
Lehman Financial Resources's State Street SPDR S&P Bank ETF position peaked at $6.14M in Q4 2017.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.