Nelson Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Nelson Capital Management’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
2019 Q1	–	Sell	-695	Closed	-$26K	–	320
2018 Q4	$26K	Hold	695	–	–	0.01%	172
2018 Q3	$32K	Hold	695	–	–	0.01%	154
2018 Q2	$33K	Hold	695	–	–	0.01%	144
2018 Q1	$33K	Hold	695	–	–	0.01%	158
2017 Q4	$33K	Hold	695	–	–	0.01%	164
2017 Q3	$31K	Hold	695	–	–	0.01%	152
2017 Q2	$30K	Hold	695	–	–	0.01%	154
2017 Q1	$30K	Buy	+695	New	+$30.6K	0.01%	157
2016 Q4	–	Sell	-695	Closed	-$23K	–	258
2016 Q3	$23K	Hold	695	–	–	0.01%	172
2016 Q2	$21K	Hold	695	–	–	0.01%	171
2016 Q1	$21K	Hold	695	–	–	0.01%	164
2015 Q4	$24K	Hold	695	–	–	0.01%	153
2015 Q3	$23K	Hold	695	–	–	0.01%	159
2015 Q2	$25K	Hold	695	–	–	0.01%	168
2015 Q1	$23K	Hold	695	–	–	0.01%	170
2014 Q4	$23K	Hold	695	–	–	0.01%	174
2014 Q3	$22K	Hold	695	–	–	0.01%	182
2014 Q2	$23K	Buy	+695	New	+$22.7K	0.01%	179

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

ACI

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

Nelson Capital Management's KBE Position: Q1 2019 in Review

Nelson Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2019, closing a stake of 695 shares — an estimated $26K sold.

Nelson Capital Management first reported a position in KBE in Q2 2014 and held it in 18 quarters. The position peaked at $33K in Q2 2018. 221 funds tracked by Wall St. Rank hold KBE as of Q1 2019.

Nelson Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 695 State Street SPDR S&P Bank ETF shares in Q1 2019, an estimated $26K.
Nelson Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2014 and held it in 18 quarters.
Nelson Capital Management's State Street SPDR S&P Bank ETF position peaked at $33K in Q2 2018.
221 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.