Longer Investments’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Longer Investments’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
2016 Q4	–	Sell	-50,265	Closed	-$2.13M	–	43
2016 Q3	$2.13M	Buy	+50,265	New	+$2.06M	1.85%	19
2016 Q2	–	Sell	-62,455	Closed	-$2.35M	–	43
2016 Q1	$2.35M	Buy	+62,455	New	+$2.3M	1.95%	20

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Longer Investments's KRE Position: Q4 2016 in Review

Longer Investments sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2016, closing a stake of 50,265 shares — an estimated $2.13M sold.

Longer Investments first reported a position in KRE in Q1 2016 and held it in 2 quarters. The position peaked at $2.35M in Q1 2016. 318 funds tracked by Wall St. Rank hold KRE as of Q4 2016.

Longer Investments reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2016 after selling out during the quarter.
Longer Investments sold 50,265 State Street SPDR S&P Regional Banking ETF shares in Q4 2016, an estimated $2.13M.
Longer Investments first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2016 and held it in 2 quarters.
Longer Investments's State Street SPDR S&P Regional Banking ETF position peaked at $2.35M in Q1 2016.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2016.

Based on Longer Investments's 13F filing for Q4 2016, filed 18 Jan 2017.