Raab & Moskowitz Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Raab & Moskowitz Asset Management’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
2020 Q1	–	Sell	-5,399	Closed	-$255K	–	344
2019 Q4	$255K	Buy	5,399 +114	+2%	+$5.17K	0.1%	139
2019 Q3	$228K	Sell	5,285 -865	-14%	-$36.9K	0.1%	140
2019 Q2	$266K	Sell	6,150 -49	-0.8%	-$2.13K	0.12%	139
2019 Q1	$258K	Sell	6,199 -235	-4%	-$10.1K	0.12%	137
2018 Q4	$240K	Sell	6,434 -703	-10%	-$29.8K	0.12%	145
2018 Q3	$332K	Buy	+7,137	New	+$348K	0.14%	123

Other funds holding KBE

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

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 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

WBG

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

Raab & Moskowitz Asset Management's KBE Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 5,399 shares — an estimated $255K sold.

Raab & Moskowitz Asset Management first reported a position in KBE in Q3 2018 and held it in 6 quarters. The position peaked at $332K in Q3 2018. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 5,399 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $255K.
Raab & Moskowitz Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2018 and held it in 6 quarters.
Raab & Moskowitz Asset Management's State Street SPDR S&P Bank ETF position peaked at $332K in Q3 2018.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.