Sand Hill Global Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sand Hill Global Advisors’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
2019 Q1	–	Sell	-602,105	Closed	-$28.2M	–	109
2018 Q4	$28.2M	Sell	602,105 -1,112	-0.2%	-$59.4K	3.03%	9
2018 Q3	$35.8M	Sell	603,217 -6,810	-1%	-$424K	3.42%	9
2018 Q2	$37.2M	Buy	610,027 +548,306	+888%	+$34.4M	3.67%	8
2018 Q1	$3.73M	Sell	61,721 -539,914	-90%	-$33.5M	3.6%	6
2017 Q4	$35.4M	Buy	601,635 +12,291	+2%	+$706K	3.52%	8
2017 Q3	$33.5M	Buy	589,344 +27,040	+5%	+$1.45M	3.57%	8
2017 Q2	$30.9M	Buy	562,304 +15,249	+3%	+$820K	3.52%	8
2017 Q1	$29.9M	Buy	547,055 +27,734	+5%	+$1.55M	3.87%	8
2016 Q4	$28.9M	Sell	519,321 -359	-0.1%	-$17.6K	3.97%	8
2016 Q3	$22M	Buy	+519,680	New	+$21.3M	3.35%	7

Other funds holding KRE

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

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

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

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

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

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

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

Duality Advisers Miami, Florida $1.01B AUM 14.52% 1-Year Est. Return

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

Sand Hill Global Advisors's KRE Position: Q1 2019 in Review

Sand Hill Global Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2019, closing a stake of 602,105 shares — an estimated $28.2M sold.

Sand Hill Global Advisors first reported a position in KRE in Q3 2016 and held it in 10 quarters. The position peaked at $37.2M in Q2 2018. 368 funds tracked by Wall St. Rank hold KRE as of Q1 2019.

Sand Hill Global Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2019 after selling out during the quarter.
Sand Hill Global Advisors sold 602,105 State Street SPDR S&P Regional Banking ETF shares in Q1 2019, an estimated $28.2M.
Sand Hill Global Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2016 and held it in 10 quarters.
Sand Hill Global Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $37.2M in Q2 2018.
368 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2019.

Based on Sand Hill Global Advisors's 13F filing for Q1 2019, filed 3 May 2019.