Oak Point Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
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PVH
LMIM
Oak Point Wealth Management's KBE Position: Q1 2018 in Review
Oak Point Wealth Management reduced its State Street SPDR S&P Bank ETF (KBE) stake by 1.8% in Q1 2018, selling an estimated $7.31K and leaving 7,950 shares worth $374K. The position accounts for 0.38% of the portfolio, ranked #70.
Oak Point Wealth Management first reported a position in KBE in Q4 2017 and has held it in 2 quarters since. The position peaked at $391K in Q4 2017. 259 funds tracked by Wall St. Rank hold KBE as of Q1 2018.
- Oak Point Wealth Management held 7,950 shares of State Street SPDR S&P Bank ETF worth $374K as of Q1 2018.
- Oak Point Wealth Management sold 147 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $7.31K.
- State Street SPDR S&P Bank ETF made up 0.38% of Oak Point Wealth Management's portfolio in Q1 2018, its #70 holding.
- Oak Point Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and has held it in 2 quarters since.
- Oak Point Wealth Management's State Street SPDR S&P Bank ETF position peaked at $391K in Q4 2017.
- 259 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.