Mader & Shannon Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Mader & Shannon Wealth 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
2018 Q4	–	Sell	-43,798	Closed	-$2.04M	–	19
2018 Q3	$2.04M	Buy	+43,798	New	+$2.13M	1.58%	14
2018 Q1	–	Sell	-151,254	Closed	-$7.16M	–	16
2017 Q4	$7.16M	Buy	+151,254	New	+$6.96M	5.23%	4

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

Mader & Shannon Wealth Management's KBE Position: Q4 2018 in Review

Mader & Shannon Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 43,798 shares — an estimated $2.04M sold.

Mader & Shannon Wealth Management first reported a position in KBE in Q4 2017 and held it in 2 quarters. The position peaked at $7.16M in Q4 2017. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Mader & Shannon Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Mader & Shannon Wealth Management sold 43,798 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $2.04M.
Mader & Shannon Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 2 quarters.
Mader & Shannon Wealth Management's State Street SPDR S&P Bank ETF position peaked at $7.16M in Q4 2017.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Mader & Shannon Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.