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Meridian Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Meridian Wealth Advisors’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
2019
Q1 		– Sell
-1,050
Closed -$49K – 277
2018
Q4 		$49K Buy
+1,050
New +$56.1K 0.04% 254

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
DA
Duality Advisers Miami, Florida $1.01B AUM 14.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Meridian Wealth Advisors's KRE Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2019, closing a stake of 1,050 shares — an estimated $49K sold.

Meridian Wealth Advisors first reported a position in KRE in Q4 2018 and held it in 1 quarter. The position peaked at $49K in Q4 2018. 368 funds tracked by Wall St. Rank hold KRE as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,050 State Street SPDR S&P Regional Banking ETF shares in Q1 2019, an estimated $49K.
  • Meridian Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $49K in Q4 2018.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.