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New England Securities’s State Street SPDR S&P Bank ETF KBE Stock Holding History

New England Securities’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
2014
Q4 		$22K Buy
650
+500
+333% +$16.3K 0.01% 848
2014
Q3 		$5K Sell
150
-300
-67% -$9.76K ﹤0.01% 1273
2014
Q2 		$15K Sell
450
-150
-25% -$4.89K 0.01% 1000
2014
Q1 		$20K Buy
+600
New +$19.8K 0.01% 857

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New England Securities's KBE Position: Q4 2014 in Review

New England Securities increased its State Street SPDR S&P Bank ETF (KBE) stake by 333% in Q4 2014, buying an estimated $16.3K and bringing the position to 650 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #848.

New England Securities first reported a position in KBE in Q1 2014 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold KBE as of Q4 2014.

  • New England Securities held 650 shares of State Street SPDR S&P Bank ETF worth $22K as of Q4 2014.
  • New England Securities bought 500 State Street SPDR S&P Bank ETF shares in Q4 2014, an estimated $16.3K.
  • State Street SPDR S&P Bank ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #848 holding.
  • New England Securities first reported a position in State Street SPDR S&P Bank ETF in Q1 2014 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.