Morgens Waterfall Vintiadis & Co’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Morgens Waterfall Vintiadis & Co’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 Q2	–	Sell	-18,000	Closed	-$862K	–	62
2018 Q1	$862K	Buy	+18,000	New	+$895K	0.66%	40

Other funds holding KBE

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

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

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Morgens Waterfall Vintiadis & Co's KBE Position: Q2 2018 in Review

Morgens Waterfall Vintiadis & Co sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2018, closing a stake of 18,000 shares — an estimated $862K sold.

Morgens Waterfall Vintiadis & Co first reported a position in KBE in Q1 2018 and held it in 1 quarter. The position peaked at $862K in Q1 2018. 255 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Morgens Waterfall Vintiadis & Co reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2018 after selling out during the quarter.
Morgens Waterfall Vintiadis & Co sold 18,000 State Street SPDR S&P Bank ETF shares in Q2 2018, an estimated $862K.
Morgens Waterfall Vintiadis & Co first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 1 quarter.
Morgens Waterfall Vintiadis & Co's State Street SPDR S&P Bank ETF position peaked at $862K in Q1 2018.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Morgens Waterfall Vintiadis & Co's 13F filing for Q2 2018, filed 14 Aug 2018.