SHJ
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Sharkey, Howes & Javer’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Sharkey, Howes & Javer’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
2017
Q2 		– Sell
-21
Closed -$1K – 216
2017
Q1 		$1K Buy
+21
New +$1.18K ﹤0.01% 213

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sharkey, Howes & Javer's KRE Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q2 2017, closing a stake of 21 shares — an estimated $1K sold.

Sharkey, Howes & Javer first reported a position in KRE in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 342 funds tracked by Wall St. Rank hold KRE as of Q2 2017.

  • Sharkey, Howes & Javer reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q2 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 21 State Street SPDR S&P Regional Banking ETF shares in Q2 2017, an estimated $1K.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2017 and held it in 1 quarter.
  • Sharkey, Howes & Javer's State Street SPDR S&P Regional Banking ETF position peaked at $1K in Q1 2017.
  • 342 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.