Polaris Wealth Advisory Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Polaris Wealth Advisory Group’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	-188,991	Closed	-$10.5M	–	113
2016 Q4	$10.5M	Buy	+188,991	New	+$9.25M	1.22%	39
2016 Q1	–	Sell	-213,275	Closed	-$8.94M	–	129
2015 Q4	$8.94M	Buy	+213,275	New	+$9.22M	1.44%	36

Other funds holding KRE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return

Polaris Wealth Advisory Group's KRE Position: Q1 2017 in Review

Polaris Wealth Advisory Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2017, closing a stake of 188,991 shares — an estimated $10.5M sold.

Polaris Wealth Advisory Group first reported a position in KRE in Q4 2015 and held it in 2 quarters. The position peaked at $10.5M in Q4 2016. 325 funds tracked by Wall St. Rank hold KRE as of Q1 2017.

Polaris Wealth Advisory Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2017 after selling out during the quarter.
Polaris Wealth Advisory Group sold 188,991 State Street SPDR S&P Regional Banking ETF shares in Q1 2017, an estimated $10.5M.
Polaris Wealth Advisory Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2015 and held it in 2 quarters.
Polaris Wealth Advisory Group's State Street SPDR S&P Regional Banking ETF position peaked at $10.5M 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 Polaris Wealth Advisory Group's 13F filing for Q1 2017, filed 26 Apr 2017.