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

Stifel 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
2014 Q3	$29K	Buy	+900	New	+$29.3K	0.01%	318

Other funds holding KBE

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Stifel Trust's KBE Position: Q3 2014 in Review

Stifel Trust opened a new position in State Street SPDR S&P Bank ETF (KBE) in Q3 2014: 900 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #318 among its holdings.

115 funds tracked by Wall St. Rank hold KBE as of Q3 2014.

Stifel Trust held 900 shares of State Street SPDR S&P Bank ETF worth $29K as of Q3 2014.
State Street SPDR S&P Bank ETF was a new Stifel Trust position in Q3 2014.
State Street SPDR S&P Bank ETF made up 0.01% of Stifel Trust's portfolio in Q3 2014, its #318 holding.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.