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Mountain Capital Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-27
Closed -$2K – 241
2017
Q3 		$2K Buy
27
+1
+4% +$54 ﹤0.01% 433
2017
Q2 		$1K Buy
+26
New +$1.4K ﹤0.01% 491

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
NM
Nokota Management New York $165M AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mountain Capital Investment Advisors's KRE Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2017, closing a stake of 27 shares — an estimated $2K sold.

Mountain Capital Investment Advisors first reported a position in KRE in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 409 funds tracked by Wall St. Rank hold KRE as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 27 State Street SPDR S&P Regional Banking ETF shares in Q4 2017, an estimated $2K.
  • Mountain Capital Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2K in Q3 2017.
  • 409 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.