SFMG Wealth Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

SFMG Wealth 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
2018 Q4	–	Sell	-4,205	Closed	-$230K	–	144
2018 Q3	$230K	Sell	4,205 -335	-7%	-$20.9K	0.04%	123
2018 Q2	$277K	Buy	+4,540	New	+$285K	0.04%	109

Other funds holding KRE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

SFMG Wealth Advisors's KRE Position: Q4 2018 in Review

SFMG Wealth Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 4,205 shares — an estimated $230K sold.

SFMG Wealth Advisors first reported a position in KRE in Q2 2018 and held it in 2 quarters. The position peaked at $277K in Q2 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

SFMG Wealth Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
SFMG Wealth Advisors sold 4,205 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $230K.
SFMG Wealth Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and held it in 2 quarters.
SFMG Wealth Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $277K in Q2 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on SFMG Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.