Security National Trust’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Security National Trust’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 Q4	–	Sell	-705	Closed	-$32K	–	395
2017 Q3	$32K	Buy	+705	New	+$30.2K	0.01%	284

Other funds holding KBE

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

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

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

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 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

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

Security National Trust's KBE Position: Q4 2017 in Review

Security National Trust sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2017, closing a stake of 705 shares — an estimated $32K sold.

Security National Trust first reported a position in KBE in Q3 2017 and held it in 1 quarter. The position peaked at $32K in Q3 2017. 243 funds tracked by Wall St. Rank hold KBE as of Q4 2017.

Security National Trust reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2017 after selling out during the quarter.
Security National Trust sold 705 State Street SPDR S&P Bank ETF shares in Q4 2017, an estimated $32K.
Security National Trust first reported a position in State Street SPDR S&P Bank ETF in Q3 2017 and held it in 1 quarter.
Security National Trust's State Street SPDR S&P Bank ETF position peaked at $32K in Q3 2017.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2017.

Based on Security National Trust's 13F filing for Q4 2017, filed 30 Jan 2018.