PSW
KBE icon

Portfolio Strategies (Washington)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q1 		– Sell
-47,072
Closed -$2.05M – 87
2016
Q4 		$2.05M Buy
+47,072
New +$1.82M 2.35% 18

Other funds holding KBE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Portfolio Strategies (Washington)'s KBE Position: Q1 2017 in Review

Portfolio Strategies (Washington) sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2017, closing a stake of 47,072 shares — an estimated $2.05M sold.

Portfolio Strategies (Washington) first reported a position in KBE in Q4 2016 and held it in 1 quarter. The position peaked at $2.05M in Q4 2016. 211 funds tracked by Wall St. Rank hold KBE as of Q1 2017.

  • Portfolio Strategies (Washington) reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2017 after selling out during the quarter.
  • Portfolio Strategies (Washington) sold 47,072 State Street SPDR S&P Bank ETF shares in Q1 2017, an estimated $2.05M.
  • Portfolio Strategies (Washington) first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 1 quarter.
  • Portfolio Strategies (Washington)'s State Street SPDR S&P Bank ETF position peaked at $2.05M in Q4 2016.
  • 211 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q1 2017, filed 28 Apr 2017.