Robertson Stephens Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Robertson Stephens Wealth 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 Q2	–	Sell	-18,329	Closed	-$494K	–	206
2020 Q1	$494K	Buy	+18,329	New	+$733K	0.17%	105
2019 Q4	–	Sell	-11,113	Closed	-$480K	–	114
2019 Q3	$480K	Buy	+11,113	New	+$474K	0.24%	77

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MTWSIF

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

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

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

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

Robertson Stephens Wealth Management's KBE Position: Q2 2020 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2020, closing a stake of 18,329 shares — an estimated $494K sold.

Robertson Stephens Wealth Management first reported a position in KBE in Q3 2019 and held it in 2 quarters. The position peaked at $494K in Q1 2020. 186 funds tracked by Wall St. Rank hold KBE as of Q2 2020.

Robertson Stephens Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2020 after selling out during the quarter.
Robertson Stephens Wealth Management sold 18,329 State Street SPDR S&P Bank ETF shares in Q2 2020, an estimated $494K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 2 quarters.
Robertson Stephens Wealth Management's State Street SPDR S&P Bank ETF position peaked at $494K in Q1 2020.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.