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Madison Investment Holdings’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Madison Investment Holdings’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
2014
Q1 		– Sell
-10,177
Closed -$338K – 236
2013
Q4 		$338K Buy
10,177
+147
+1% +$4.67K 0.01% 219
2013
Q3 		$301K Buy
+10,030
New +$307K 0.01% 216

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Madison Investment Holdings's KBE Position: Q1 2014 in Review

Madison Investment Holdings sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2014, closing a stake of 10,177 shares — an estimated $338K sold.

Madison Investment Holdings first reported a position in KBE in Q3 2013 and held it in 2 quarters. The position peaked at $338K in Q4 2013. 118 funds tracked by Wall St. Rank hold KBE as of Q1 2014.

  • Madison Investment Holdings reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2014 after selling out during the quarter.
  • Madison Investment Holdings sold 10,177 State Street SPDR S&P Bank ETF shares in Q1 2014, an estimated $338K.
  • Madison Investment Holdings first reported a position in State Street SPDR S&P Bank ETF in Q3 2013 and held it in 2 quarters.
  • Madison Investment Holdings's State Street SPDR S&P Bank ETF position peaked at $338K in Q4 2013.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2014.

Based on Madison Investment Holdings's 13F filing for Q1 2014, filed 6 May 2014.