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

Orser 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
2018 Q2	–	Sell	-5,080	Closed	-$247K	–	100
2018 Q1	$247K	Buy	+5,080	New	+$252K	0.23%	88

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

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

ACI

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Orser Capital Management's KBE Position: Q2 2018 in Review

Orser Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2018, closing a stake of 5,080 shares — an estimated $247K sold.

Orser Capital Management first reported a position in KBE in Q1 2018 and held it in 1 quarter. The position peaked at $247K in Q1 2018. 255 funds tracked by Wall St. Rank hold KBE as of Q2 2018.

Orser Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2018 after selling out during the quarter.
Orser Capital Management sold 5,080 State Street SPDR S&P Bank ETF shares in Q2 2018, an estimated $247K.
Orser Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q1 2018 and held it in 1 quarter.
Orser Capital Management's State Street SPDR S&P Bank ETF position peaked at $247K in Q1 2018.
255 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2018.

Based on Orser Capital Management's 13F filing for Q2 2018, filed 14 Nov 2019.