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

Taylor Wealth Management Partners’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
2015
Q4 		– Sell
-515
Closed -$22.3K – 153
2015
Q3 		$21K Buy
+515
New +$21.9K 0.01% 95

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Taylor Wealth Management Partners's KRE Position: Q4 2015 in Review

Taylor Wealth Management Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2015, closing a stake of 515 shares — an estimated $22.3K sold.

Taylor Wealth Management Partners first reported a position in KRE in Q3 2015 and held it in 1 quarter. The position peaked at $21K in Q3 2015. 253 funds tracked by Wall St. Rank hold KRE as of Q4 2015.

  • Taylor Wealth Management Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 515 State Street SPDR S&P Regional Banking ETF shares in Q4 2015, an estimated $22.3K.
  • Taylor Wealth Management Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's State Street SPDR S&P Regional Banking ETF position peaked at $21K in Q3 2015.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q4 2015, filed 7 Jan 2016.