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

Regent Investment 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
2014
Q1 		– Sell
-12,500
Closed -$508K – 191
2013
Q4 		$508K Buy
+12,500
New +$479K 0.29% 103

Other funds holding KRE

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return

Regent Investment Management's KRE Position: Q1 2014 in Review

Regent Investment Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2014, closing a stake of 12,500 shares — an estimated $508K sold.

Regent Investment Management first reported a position in KRE in Q4 2013 and held it in 1 quarter. The position peaked at $508K in Q4 2013. 208 funds tracked by Wall St. Rank hold KRE as of Q1 2014.

  • Regent Investment Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2014 after selling out during the quarter.
  • Regent Investment Management sold 12,500 State Street SPDR S&P Regional Banking ETF shares in Q1 2014, an estimated $508K.
  • Regent Investment Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 1 quarter.
  • Regent Investment Management's State Street SPDR S&P Regional Banking ETF position peaked at $508K in Q4 2013.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2014.

Based on Regent Investment Management's 13F filing for Q1 2014, filed 14 Apr 2014.