Taylor Hoffman Wealth Management’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-275	Closed	-$11K	–	246
2020 Q2	$11K	Buy	+275	New	+$10.1K	0.01%	285
2020 Q1	–	Sell	-321	Closed	-$19K	–	251
2019 Q4	$19K	Hold	321	–	–	0.01%	275
2019 Q3	$17K	Hold	321	–	–	0.01%	276
2019 Q2	$17K	Hold	321	–	–	0.01%	262
2019 Q1	$16K	Hold	321	–	–	0.01%	265
2018 Q4	$15K	Hold	321	–	–	0.01%	257
2018 Q3	$19K	Hold	321	–	–	0.02%	239
2018 Q2	$20K	Hold	321	–	–	0.02%	227
2018 Q1	$19K	Buy	+321	New	+$19.9K	0.02%	241

Other funds holding KRE

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's KRE Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2020, closing a stake of 275 shares — an estimated $11K sold.

Taylor Hoffman Wealth Management first reported a position in KRE in Q1 2018 and held it in 9 quarters. The position peaked at $20K in Q2 2018. 272 funds tracked by Wall St. Rank hold KRE as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 275 State Street SPDR S&P Regional Banking ETF shares in Q3 2020, an estimated $11K.
Taylor Hoffman Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2018 and held it in 9 quarters.
Taylor Hoffman Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $20K in Q2 2018.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.