Signature Estate & Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Signature Estate & Investment 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 Q3	–	Sell	-4,672	Closed	-$285K	–	161
2018 Q2	$285K	Sell	4,672 -3,638	-44%	-$228K	0.03%	120
2018 Q1	$502K	Sell	8,310 -322	-4%	-$20K	0.05%	107
2017 Q4	$508K	Sell	8,632 -2,623	-23%	-$151K	0.05%	115
2017 Q3	$639K	Buy	11,255 +1,112	+11%	+$59.7K	0.07%	100
2017 Q2	$557K	Sell	10,143 -4,054	-29%	-$218K	0.07%	90
2017 Q1	$775K	Buy	14,197 +8,629	+155%	+$483K	0.1%	77
2016 Q4	$309K	Buy	+5,568	New	+$273K	0.04%	110

Other funds holding KRE

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VMPIC

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

Signature Estate & Investment Advisors's KRE Position: Q3 2018 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2018, closing a stake of 4,672 shares — an estimated $285K sold.

Signature Estate & Investment Advisors first reported a position in KRE in Q4 2016 and held it in 7 quarters. The position peaked at $775K in Q1 2017. 430 funds tracked by Wall St. Rank hold KRE as of Q3 2018.

Signature Estate & Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2018 after selling out during the quarter.
Signature Estate & Investment Advisors sold 4,672 State Street SPDR S&P Regional Banking ETF shares in Q3 2018, an estimated $285K.
Signature Estate & Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2016 and held it in 7 quarters.
Signature Estate & Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $775K in Q1 2017.
430 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.