RIA
KBE icon

RPG Investment Advisory’s State Street SPDR S&P Bank ETF KBE Stock Holding History

RPG Investment Advisory’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
2017
Q3 		– Sell
-83
Closed -$4K – 419
2017
Q2 		$4K Buy
+83
New +$3.53K ﹤0.01% 259

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RPG Investment Advisory's KBE Position: Q3 2017 in Review

RPG Investment Advisory sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2017, closing a stake of 83 shares — an estimated $4K sold.

RPG Investment Advisory first reported a position in KBE in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 206 funds tracked by Wall St. Rank hold KBE as of Q3 2017.

  • RPG Investment Advisory reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2017 after selling out during the quarter.
  • RPG Investment Advisory sold 83 State Street SPDR S&P Bank ETF shares in Q3 2017, an estimated $4K.
  • RPG Investment Advisory first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 1 quarter.
  • RPG Investment Advisory's State Street SPDR S&P Bank ETF position peaked at $4K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2017.

Based on RPG Investment Advisory's 13F filing for Q3 2017, filed 5 Feb 2019.