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

Pin Oak 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
2019 Q2	–	Sell	-270	Closed	-$14K	–	475
2019 Q1	$14K	Buy	270 +1	+0.4%	+$53	0.01%	294
2018 Q4	$13K	Buy	269 +2	+0.7%	+$107	0.01%	291
2018 Q3	$16K	Buy	267 +1	+0.4%	+$62	0.01%	278
2018 Q2	$16K	Buy	266 +1	+0.4%	+$63	0.01%	285
2018 Q1	$16K	Buy	265 +1	+0.4%	+$62	0.01%	290
2017 Q4	$16K	Buy	+264	New	+$15.2K	0.01%	296

Other funds holding KRE

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Pin Oak Investment Advisors's KRE Position: Q2 2019 in Review

Pin Oak Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2019, closing a stake of 270 shares — an estimated $14K sold.

Pin Oak Investment Advisors first reported a position in KRE in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 344 funds tracked by Wall St. Rank hold KRE as of Q2 2019.

Pin Oak Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2019 after selling out during the quarter.
Pin Oak Investment Advisors sold 270 State Street SPDR S&P Regional Banking ETF shares in Q2 2019, an estimated $14K.
Pin Oak Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 6 quarters.
Pin Oak Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $16K in Q3 2018.
344 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.