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

Mosaic Family Wealth’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 Q2	–	Sell	-310	Closed	-$16K	–	403
2019 Q1	$16K	Buy	310 +2	+0.6%	+$107	0.01%	457
2018 Q4	$14K	Buy	308 +2	+0.7%	+$107	0.01%	455
2018 Q3	$17K	Hold	306	–	–	0.01%	450
2018 Q2	$19K	Buy	306 +1	+0.3%	+$63	0.01%	468
2018 Q1	$18K	Buy	305 +42	+16%	+$2.61K	0.01%	447
2017 Q4	$15K	Buy	+263	New	+$15.1K	0.01%	483

Other funds holding KRE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mosaic Family Wealth's KRE Position: Q2 2019 in Review

Mosaic Family Wealth sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 310 shares — an estimated $16K sold.

Mosaic Family Wealth first reported a position in KRE in Q4 2017 and held it in 6 quarters. The position peaked at $19K in Q2 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Mosaic Family Wealth reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 310 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $16K.
Mosaic Family Wealth first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 6 quarters.
Mosaic Family Wealth's State Street SPDR S&P Regional Banking ETF position peaked at $19K in Q2 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.