Rockefeller Financial Services’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$22.1M	Buy	375,568 +103,932	+38%	+$5.97M	0.35%	73
2017 Q3	$15.4M	Hold	271,636	–	–	0.29%	78
2017 Q2	$14.9M	Hold	271,636	–	–	0.3%	78
2017 Q1	$14.8M	Hold	271,636	–	–	0.3%	76
2016 Q4	$15.1M	Hold	271,636	–	–	0.31%	72
2016 Q3	$11.5M	Hold	271,636	–	–	0.24%	89
2016 Q2	$10.4M	Hold	271,636	–	–	0.21%	93
2016 Q1	$10.2M	Buy	271,636 +85,664	+46%	+$3.15M	0.2%	92
2015 Q4	$7.8M	Buy	185,972 +53,100	+40%	+$2.3M	0.15%	115
2015 Q3	$5.47M	Hold	132,872	–	–	0.11%	125
2015 Q2	$5.87M	Hold	132,872	–	–	0.12%	119
2015 Q1	$5.42M	Hold	132,872	–	–	0.12%	120
2014 Q4	$5.41M	Buy	+132,872	New	+$5.21M	0.12%	111

Other funds holding KRE

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

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

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

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

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

Nokota Management New York $165M AUM

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

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

Rockefeller Financial Services's KRE Position: Q4 2017 in Review

Rockefeller Financial Services increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 38% in Q4 2017, buying an estimated $5.97M and bringing the position to 375,568 shares worth $22.1M. The position accounts for 0.35% of the portfolio, ranked #73.

Rockefeller Financial Services first reported a position in KRE in Q4 2014 and has held it in 13 quarters since. 409 funds tracked by Wall St. Rank hold KRE as of Q4 2017.

Rockefeller Financial Services held 375,568 shares of State Street SPDR S&P Regional Banking ETF worth $22.1M as of Q4 2017.
Rockefeller Financial Services bought 103,932 State Street SPDR S&P Regional Banking ETF shares in Q4 2017, an estimated $5.97M.
State Street SPDR S&P Regional Banking ETF made up 0.35% of Rockefeller Financial Services's portfolio in Q4 2017, its #73 holding.
Rockefeller Financial Services first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2014 and has held it in 13 quarters since.
409 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.