Princeton Capital Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Princeton Capital Management’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 Q4	–	Sell	-1,040	Closed	-$55K	–	159
2019 Q3	$55K	Sell	1,040 -82	-7%	-$4.28K	0.03%	148
2019 Q2	$60K	Hold	1,122	–	–	0.03%	142
2019 Q1	$58K	Hold	1,122	–	–	0.03%	141
2018 Q4	$52K	Hold	1,122	–	–	0.03%	148
2018 Q3	$67K	Hold	1,122	–	–	0.03%	154
2018 Q2	$68K	Hold	1,122	–	–	0.03%	151
2018 Q1	$68K	Buy	+1,122	New	+$69.7K	0.03%	151
2014 Q2	–	Sell	-5,500	Closed	-$228K	–	93
2014 Q1	$228K	Buy	+5,500	New	+$219K	0.19%	88

Other funds holding KRE

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Princeton Capital Management's KRE Position: Q4 2019 in Review

Princeton Capital Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2019, closing a stake of 1,040 shares — an estimated $55K sold.

Princeton Capital Management first reported a position in KRE in Q1 2014 and held it in 8 quarters. The position peaked at $228K in Q1 2014. 361 funds tracked by Wall St. Rank hold KRE as of Q4 2019.

Princeton Capital Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 1,040 State Street SPDR S&P Regional Banking ETF shares in Q4 2019, an estimated $55K.
Princeton Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2014 and held it in 8 quarters.
Princeton Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $228K in Q1 2014.
361 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.