Sumit Capital’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Sumit Capital’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 Q2	–	Sell	-5,924	Closed	-$202K	–	141
2014 Q1	$202K	Sell	5,924 -8,116	-58%	-$268K	0.77%	77
2013 Q4	$466K	Buy	+14,040	New	+$446K	0.83%	15

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

WBG

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

PVH

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

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

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

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

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

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Sumit Capital's KBE Position: Q2 2014 in Review

Sumit Capital sold out of State Street SPDR S&P Bank ETF (KBE) in Q2 2014, closing a stake of 5,924 shares — an estimated $202K sold.

Sumit Capital first reported a position in KBE in Q4 2013 and held it in 2 quarters. The position peaked at $466K in Q4 2013. 108 funds tracked by Wall St. Rank hold KBE as of Q2 2014.

Sumit Capital reported no remaining State Street SPDR S&P Bank ETF position as of Q2 2014 after selling out during the quarter.
Sumit Capital sold 5,924 State Street SPDR S&P Bank ETF shares in Q2 2014, an estimated $202K.
Sumit Capital first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 2 quarters.
Sumit Capital's State Street SPDR S&P Bank ETF position peaked at $466K in Q4 2013.
108 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.