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

MYCIO Wealth Partners’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
2020
Q1 		– Sell
-5,990
Closed -$349K – 235
2019
Q4 		$349K Hold
5,990
– – 0.02% 248
2019
Q3 		$316K Hold
5,990
– – 0.02% 239
2019
Q2 		$320K Sell
5,990
-1,028
-15% -$54.9K 0.03% 228
2019
Q1 		$360K Buy
7,018
+5
+0.1% +$267 0.03% 192
2018
Q4 		$328K Buy
7,013
+7
+0.1% +$374 0.03% 196
2018
Q3 		$416K Buy
7,006
+5
+0.1% +$312 0.04% 173
2018
Q2 		$427K Sell
7,001
-267
-4% -$16.7K 0.04% 175
2018
Q1 		$439K Buy
7,268
+1
+0% +$62 0.05% 142
2017
Q4 		$428K Buy
7,267
+1,005
+16% +$57.7K 0.05% 157
2017
Q3 		$355K Sell
6,262
-973
-13% -$52.3K 0.04% 172
2017
Q2 		$398K Sell
7,235
-6,226
-46% -$335K 0.05% 144
2017
Q1 		$735K Buy
13,461
+904
+7% +$50.6K 0.09% 106
2016
Q4 		$698K Buy
12,557
+265
+2% +$13K 0.09% 98
2016
Q3 		$520K Buy
12,292
+72
+0.6% +$2.95K 0.09% 99
2016
Q2 		$469K Hold
12,220
– – 0.08% 102
2016
Q1 		$460K Hold
12,220
– – 0.08% 104
2015
Q4 		$512K Sell
12,220
-308
-2% -$13.3K 0.09% 89
2015
Q3 		$516K Buy
12,528
+308
+3% +$13.1K 0.11% 76
2015
Q2 		$540K Hold
12,220
– – 0.1% 77
2015
Q1 		$499K Buy
12,220
+6,230
+104% +$246K 0.1% 80
2014
Q4 		$244K Hold
5,990
– – 0.05% 122
2014
Q3 		$227K Hold
5,990
– – 0.05% 122
2014
Q2 		$242K Hold
5,990
– – 0.05% 120
2014
Q1 		$248K Hold
5,990
– – 0.06% 119
2013
Q4 		$243K Sell
5,990
-3,000
-33% -$115K 0.06% 121
2013
Q3 		$320K Sell
8,990
-10
-0.1% -$361 0.09% 95
2013
Q2 		$305K Buy
+9,000
New +$288K 0.08% 92

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MYCIO Wealth Partners's KRE Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 5,990 shares — an estimated $349K sold.

MYCIO Wealth Partners first reported a position in KRE in Q2 2013 and held it in 27 quarters. The position peaked at $735K in Q1 2017. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 5,990 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $349K.
  • MYCIO Wealth Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's State Street SPDR S&P Regional Banking ETF position peaked at $735K in Q1 2017.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.