PAG
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Pinnacle Advisory Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$45.3M Buy
874,004
+520,448
+147% +$25.4M 2.09% 14
2020
Q4 		$14.8M Buy
+353,556
New +$13.1M 0.89% 36
2014
Q2 		– Sell
-6,914
Closed -$235K – 135
2014
Q1 		$235K Sell
6,914
-121
-2% -$3.99K 0.02% 93
2013
Q4 		$233K Sell
7,035
-211
-3% -$6.7K 0.03% 80
2013
Q3 		$217K Sell
7,246
-220
-3% -$6.73K 0.03% 90
2013
Q2 		$214K Buy
+7,466
New +$204K 0.03% 78

Other funds holding KBE

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return