Leonard Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Leonard Capital Management’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
2015 Q1	–	Sell	-80,000	Closed	-$2.68M	–	139
2014 Q4	$2.68M	Hold	80,000	–	–	0.7%	54
2014 Q3	$2.55M	Hold	80,000	–	–	0.94%	42
2014 Q2	$2.67M	Hold	80,000	–	–	0.9%	44
2014 Q1	$2.72M	Hold	80,000	–	–	0.98%	35
2013 Q4	$2.65M	Sell	80,000 -17,402	-18%	-$553K	1.04%	33
2013 Q3	$2.92M	Hold	97,402	–	–	1.16%	21
2013 Q2	$2.8M	Buy	+97,402	New	+$2.66M	1.07%	23

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PVH

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Leonard Capital Management's KBE Position: Q1 2015 in Review

Leonard Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2015, closing a stake of 80,000 shares — an estimated $2.68M sold.

Leonard Capital Management first reported a position in KBE in Q2 2013 and held it in 7 quarters. The position peaked at $2.92M in Q3 2013. 106 funds tracked by Wall St. Rank hold KBE as of Q1 2015.

Leonard Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2015 after selling out during the quarter.
Leonard Capital Management sold 80,000 State Street SPDR S&P Bank ETF shares in Q1 2015, an estimated $2.68M.
Leonard Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 7 quarters.
Leonard Capital Management's State Street SPDR S&P Bank ETF position peaked at $2.92M in Q3 2013.
106 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2015.

Based on Leonard Capital Management's 13F filing for Q1 2015, filed 14 May 2015.