Quattro Financial Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Quattro Financial Advisors’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 Q3	–	Sell	-5,870	Closed	-$255K	–	77
2017 Q2	$255K	Hold	5,870	–	–	0.1%	53
2017 Q1	$252K	Buy	+5,870	New	+$258K	0.13%	49

Other funds holding KBE

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quattro Financial Advisors's KBE Position: Q3 2017 in Review

Quattro Financial Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2017, closing a stake of 5,870 shares — an estimated $255K sold.

Quattro Financial Advisors first reported a position in KBE in Q1 2017 and held it in 2 quarters. The position peaked at $255K in Q2 2017. 206 funds tracked by Wall St. Rank hold KBE as of Q3 2017.

Quattro Financial Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2017 after selling out during the quarter.
Quattro Financial Advisors sold 5,870 State Street SPDR S&P Bank ETF shares in Q3 2017, an estimated $255K.
Quattro Financial Advisors first reported a position in State Street SPDR S&P Bank ETF in Q1 2017 and held it in 2 quarters.
Quattro Financial Advisors's State Street SPDR S&P Bank ETF position peaked at $255K in Q2 2017.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2017.

Based on Quattro Financial Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.