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Ogorek Anthony Joseph’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Ogorek Anthony Joseph’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
2016
Q2 		– Sell
-6,352
Closed -$239K – 73
2016
Q1 		$239K Buy
6,352
+28
+0.4% +$1.03K 0.19% 15
2015
Q4 		$265K Buy
+6,324
New +$273K 0.22% 16

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return

Ogorek Anthony Joseph's KRE Position: Q2 2016 in Review

Ogorek Anthony Joseph sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2016, closing a stake of 6,352 shares — an estimated $239K sold.

Ogorek Anthony Joseph first reported a position in KRE in Q4 2015 and held it in 2 quarters. The position peaked at $265K in Q4 2015. 218 funds tracked by Wall St. Rank hold KRE as of Q2 2016.

  • Ogorek Anthony Joseph reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2016 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 6,352 State Street SPDR S&P Regional Banking ETF shares in Q2 2016, an estimated $239K.
  • Ogorek Anthony Joseph first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 2 quarters.
  • Ogorek Anthony Joseph's State Street SPDR S&P Regional Banking ETF position peaked at $265K in Q4 2015.
  • 218 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2016.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2016, filed 28 Jul 2016.