San Francisco Sentry Investment Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

San Francisco Sentry Investment Group’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 Q3	–	Sell	-550	Closed	-$26K	–	908
2018 Q2	$26K	Hold	550	–	–	0.01%	451
2018 Q1	$26K	Hold	550	–	–	0.01%	538
2017 Q4	$26K	Sell	550 -350	-39%	-$16.1K	0.01%	529
2017 Q3	$41K	Hold	900	–	–	0.01%	465
2017 Q2	$39K	Buy	+900	New	+$38.3K	0.01%	384

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

San Francisco Sentry Investment Group's KBE Position: Q3 2018 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2018, closing a stake of 550 shares — an estimated $26K sold.

San Francisco Sentry Investment Group first reported a position in KBE in Q2 2017 and held it in 5 quarters. The position peaked at $41K in Q3 2017. 256 funds tracked by Wall St. Rank hold KBE as of Q3 2018.

San Francisco Sentry Investment Group reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 550 State Street SPDR S&P Bank ETF shares in Q3 2018, an estimated $26K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2017 and held it in 5 quarters.
San Francisco Sentry Investment Group's State Street SPDR S&P Bank ETF position peaked at $41K in Q3 2017.
256 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2018, filed 9 Nov 2018.