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Pacific Financial Group’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

Pacific Financial Group’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-73,690
Closed -$3.61M – 58
2014
Q1 		$3.61M Buy
73,690
+62,627
+566% +$3.05M 1.51% 12
2013
Q4 		$554K Buy
+11,063
New +$512K 1.07% 24

Other funds holding KCE

ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pacific Financial Group's KCE Position: Q2 2014 in Review

Pacific Financial Group sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q2 2014, closing a stake of 73,690 shares — an estimated $3.61M sold.

Pacific Financial Group first reported a position in KCE in Q4 2013 and held it in 2 quarters. The position peaked at $3.61M in Q1 2014. 26 funds tracked by Wall St. Rank hold KCE as of Q2 2014.

  • Pacific Financial Group reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q2 2014 after selling out during the quarter.
  • Pacific Financial Group sold 73,690 State Street SPDR S&P Capital Markets ETF shares in Q2 2014, an estimated $3.61M.
  • Pacific Financial Group first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2013 and held it in 2 quarters.
  • Pacific Financial Group's State Street SPDR S&P Capital Markets ETF position peaked at $3.61M in Q1 2014.
  • 26 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q2 2014.

Based on Pacific Financial Group's 13F filing for Q2 2014, filed 28 Jul 2014.