Princeton Portfolio Strategies Group’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Princeton Portfolio Strategies 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
2020 Q3	–	Sell	-5,300	Closed	-$203K	–	150
2020 Q2	$203K	Buy	+5,300	New	+$194K	0.05%	145
2020 Q1	–	Sell	-6,100	Closed	-$355K	–	144
2019 Q4	$355K	Sell	6,100 -500	-8%	-$27.7K	0.08%	123
2019 Q3	$348K	Sell	6,600 -600	-8%	-$31.3K	0.09%	122
2019 Q2	$385K	Hold	7,200	–	–	0.1%	121
2019 Q1	$370K	Buy	7,200 +550	+8%	+$29.4K	0.1%	124
2018 Q4	$311K	Sell	6,650 -18,075	-73%	-$966K	0.1%	128
2018 Q3	$1.47M	Buy	24,725 +13,850	+127%	+$863K	0.38%	72
2018 Q2	$663K	Buy	10,875 +930	+9%	+$58.3K	0.19%	106
2018 Q1	$601K	Buy	+9,945	New	+$617K	0.17%	114

Other funds holding KRE

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

Princeton Portfolio Strategies Group's KRE Position: Q3 2020 in Review

Princeton Portfolio Strategies Group sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 5,300 shares — an estimated $203K sold.

Princeton Portfolio Strategies Group first reported a position in KRE in Q1 2018 and held it in 9 quarters. The position peaked at $1.47M in Q3 2018. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

Princeton Portfolio Strategies Group reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 5,300 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $203K.
Princeton Portfolio Strategies Group first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 9 quarters.
Princeton Portfolio Strategies Group's State Street SPDR S&P Regional Banking ETF position peaked at $1.47M in Q3 2018.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2020, filed 12 Nov 2020.