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

Lenox 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
2017
Q4 		– Sell
-76
Closed -$4K – 497
2017
Q3 		$4K Hold
76
– – ﹤0.01% 448
2017
Q2 		$4K Buy
+76
New +$4.09K ﹤0.01% 439

Other funds holding KRE

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Management's KRE Position: Q4 2017 in Review

Lenox Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2017, closing a stake of 76 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in KRE in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2017. 409 funds tracked by Wall St. Rank hold KRE as of Q4 2017.

  • Lenox Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 76 State Street SPDR S&P Regional Banking ETF shares in Q4 2017, an estimated $4K.
  • Lenox Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and held it in 2 quarters.
  • Lenox Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q3 2017.
  • 409 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.