Private Capital Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Private Capital 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
2019 Q4	–	Sell	-802	Closed	-$35K	–	2091
2019 Q3	$35K	Sell	802 -23	-3%	-$980	0.01%	934
2019 Q2	$39K	Buy	825 +23	+3%	+$999	0.01%	778
2019 Q1	$33K	Sell	802 -23	-3%	-$986	0.01%	968
2018 Q4	$31K	Hold	825	–	–	0.01%	892
2018 Q3	$38K	Hold	825	–	–	0.01%	835
2018 Q2	$38K	Hold	825	–	–	0.01%	818
2018 Q1	$40K	Sell	825 -30,504	-97%	-$1.52M	0.01%	784
2017 Q4	$39	Buy	+31,329	New	+$1.44M	0.01%	786

Other funds holding KBE

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Private Capital Group's KBE Position: Q4 2019 in Review

Private Capital Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2019, closing a stake of 802 shares — an estimated $35K sold.

Private Capital Group first reported a position in KBE in Q4 2017 and held it in 8 quarters. The position peaked at $40K in Q1 2018. 219 funds tracked by Wall St. Rank hold KBE as of Q4 2019.

Private Capital Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 802 State Street SPDR S&P Bank ETF shares in Q4 2019, an estimated $35K.
Private Capital Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's State Street SPDR S&P Bank ETF position peaked at $40K in Q1 2018.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.