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

MinichMacGregor Wealth Management’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
2018 Q1	–	Sell	-300	Closed	-$17K	–	534
2017 Q4	$17K	Buy	+300	New	+$17.2K	0.01%	220
2017 Q2	–	Sell	-4	Closed	–	–	500
2017 Q1	$0	Hold	4	–	–	﹤0.01%	480
2016 Q4	$0	Buy	+4	New	+$196	﹤0.01%	478

Other funds holding KRE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

TPMI

Tilden Park Management I New York $5.38M AUM 28.49% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

MinichMacGregor Wealth Management's KRE Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2018, closing a stake of 300 shares — an estimated $17K sold.

MinichMacGregor Wealth Management first reported a position in KRE in Q4 2016 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 416 funds tracked by Wall St. Rank hold KRE as of Q1 2018.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 300 State Street SPDR S&P Regional Banking ETF shares in Q1 2018, an estimated $17K.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 3 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $17K in Q4 2017.
416 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.