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Royal Fund Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Royal Fund 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
2018
Q1 		– Sell
-529
Closed -$25K – 613
2017
Q4 		$25K Buy
+529
New +$24.3K 0.01% 268

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Royal Fund Management's KBE Position: Q1 2018 in Review

Royal Fund Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2018, closing a stake of 529 shares — an estimated $25K sold.

Royal Fund Management first reported a position in KBE in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 258 funds tracked by Wall St. Rank hold KBE as of Q1 2018.

  • Royal Fund Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Royal Fund Management sold 529 State Street SPDR S&P Bank ETF shares in Q1 2018, an estimated $25K.
  • Royal Fund Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 1 quarter.
  • Royal Fund Management's State Street SPDR S&P Bank ETF position peaked at $25K in Q4 2017.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.