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Physicians Financial Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-100
Closed -$4K – 200
2016
Q4 		$4K Hold
100
– – ﹤0.01% 272
2016
Q3 		$4K Hold
100
– – ﹤0.01% 267
2016
Q2 		$4K Hold
100
– – ﹤0.01% 261
2016
Q1 		$4K Hold
100
– – ﹤0.01% 265
2015
Q4 		$4K Buy
+100
New +$4.32K ﹤0.01% 275

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Physicians Financial Services's KRE Position: Q1 2017 in Review

Physicians Financial Services sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in KRE in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 325 funds tracked by Wall St. Rank hold KRE as of Q1 2017.

  • Physicians Financial Services reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 100 State Street SPDR S&P Regional Banking ETF shares in Q1 2017, an estimated $4K.
  • Physicians Financial Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's State Street SPDR S&P Regional Banking ETF position peaked at $4K in Q4 2016.
  • 325 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.