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

Torch 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
2014 Q3	–	Sell	-1,085	Closed	-$44K	–	178
2014 Q2	$44K	Buy	1,085 +1	+0.1%	+$39	0.03%	168
2014 Q1	$45K	Buy	1,084 +26	+2%	+$1.04K	0.03%	164
2013 Q4	$43K	Buy	+1,058	New	+$40.5K	0.03%	149

Other funds holding KRE

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

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

Citigroup New York $235B AUM 32.99% 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

Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Torch Wealth Management's KRE Position: Q3 2014 in Review

Torch Wealth Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q3 2014, closing a stake of 1,085 shares — an estimated $44K sold.

Torch Wealth Management first reported a position in KRE in Q4 2013 and held it in 3 quarters. The position peaked at $45K in Q1 2014. 198 funds tracked by Wall St. Rank hold KRE as of Q3 2014.

Torch Wealth Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 1,085 State Street SPDR S&P Regional Banking ETF shares in Q3 2014, an estimated $44K.
Torch Wealth Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's State Street SPDR S&P Regional Banking ETF position peaked at $45K in Q1 2014.
198 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.