Robertson Stephens Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Robertson Stephens Wealth 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
2020 Q2	–	Sell	-10,175	Closed	-$332K	–	207
2020 Q1	$332K	Buy	+10,175	New	+$498K	0.11%	127
2019 Q4	–	Sell	-6,680	Closed	-$353K	–	115
2019 Q3	$353K	Buy	+6,680	New	+$349K	0.18%	90

Other funds holding KRE

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Robertson Stephens Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2020, closing a stake of 10,175 shares — an estimated $332K sold.

Robertson Stephens Wealth Management first reported a position in KRE in Q3 2019 and held it in 2 quarters. The position peaked at $353K in Q3 2019. 276 funds tracked by Wall St. Rank hold KRE as of Q2 2020.

Robertson Stephens Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2020 after selling out during the quarter.
Robertson Stephens Wealth Management sold 10,175 State Street SPDR S&P Regional Banking ETF shares in Q2 2020, an estimated $332K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2019 and held it in 2 quarters.
Robertson Stephens Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $353K in Q3 2019.
276 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2020.

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