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Select Asset Management & Trust’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Select Asset Management & Trust’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
2014
Q1 		– Sell
-55,000
Closed -$2.23M – 42
2013
Q4 		$2.23M Buy
+55,000
New +$2.11M 2% 15

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WJA
Williams Jones & Associates New York $4.82B AUM 19.95% 1-Year Est. Return

Select Asset Management & Trust's KRE Position: Q1 2014 in Review

Select Asset Management & Trust sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2014, closing a stake of 55,000 shares — an estimated $2.23M sold.

Select Asset Management & Trust first reported a position in KRE in Q4 2013 and held it in 1 quarter. The position peaked at $2.23M in Q4 2013. 208 funds tracked by Wall St. Rank hold KRE as of Q1 2014.

  • Select Asset Management & Trust reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2014 after selling out during the quarter.
  • Select Asset Management & Trust sold 55,000 State Street SPDR S&P Regional Banking ETF shares in Q1 2014, an estimated $2.23M.
  • Select Asset Management & Trust first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 1 quarter.
  • Select Asset Management & Trust's State Street SPDR S&P Regional Banking ETF position peaked at $2.23M in Q4 2013.
  • 208 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2014.

Based on Select Asset Management & Trust's 13F filing for Q1 2014, filed 8 May 2014.