Peachtree Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Peachtree Investment Advisors’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
2018 Q4	$1.75M	Sell	37,372 -3,508	-9%	-$188K	1.35%	25
2018 Q3	$2.43M	Buy	40,880 +720	+2%	+$44.9K	1.66%	18
2018 Q2	$2.45M	Buy	40,160 +810	+2%	+$50.8K	1.77%	15
2018 Q1	$2.38M	Sell	39,350 -2,130	-5%	-$132K	1.78%	17
2017 Q4	$2.44M	Buy	41,480 +450	+1%	+$25.9K	1.87%	16
2017 Q3	$2.33M	Sell	41,030 -195	-0.5%	-$10.5K	2%	14
2017 Q2	$2.27M	Buy	41,225 +2,410	+6%	+$130K	1.94%	14
2017 Q1	$2.12M	Buy	38,815 +4,230	+12%	+$237K	1.94%	17
2016 Q4	$1.92M	Sell	34,585 -625	-2%	-$30.6K	1.89%	16
2016 Q3	$1.49M	Buy	35,210 +825	+2%	+$33.8K	1.46%	26
2016 Q2	$1.32M	Buy	+34,385	New	+$1.36M	1.34%	28

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Peachtree Investment Advisors's KRE Position: Q4 2018 in Review

Peachtree Investment Advisors reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 8.6% in Q4 2018, selling an estimated $188K and leaving 37,372 shares worth $1.75M. The position accounts for 1.35% of the portfolio, ranked #25.

Peachtree Investment Advisors first reported a position in KRE in Q2 2016 and has held it in 11 quarters since. The position peaked at $2.45M in Q2 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Peachtree Investment Advisors held 37,372 shares of State Street SPDR S&P Regional Banking ETF worth $1.75M as of Q4 2018.
Peachtree Investment Advisors sold 3,508 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $188K.
State Street SPDR S&P Regional Banking ETF made up 1.35% of Peachtree Investment Advisors's portfolio in Q4 2018, its #25 holding.
Peachtree Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2016 and has held it in 11 quarters since.
Peachtree Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $2.45M in Q2 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.