LifePlan Financial Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

LifePlan Financial Group’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 Q4	–	Sell	-577	Closed	-$27K	–	554
2018 Q3	$27K	Hold	577	–	–	0.01%	305
2018 Q2	$27K	Hold	577	–	–	0.02%	302
2018 Q1	$28K	Buy	+577	New	+$28.7K	0.02%	287

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

ACI

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

LifePlan Financial Group's KBE Position: Q4 2018 in Review

LifePlan Financial Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 577 shares — an estimated $27K sold.

LifePlan Financial Group first reported a position in KBE in Q1 2018 and held it in 3 quarters. The position peaked at $28K in Q1 2018. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

LifePlan Financial Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
LifePlan Financial Group sold 577 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $27K.
LifePlan Financial Group first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 3 quarters.
LifePlan Financial Group's State Street SPDR S&P Bank ETF position peaked at $28K in Q1 2018.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.