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Wafra Inc’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wafra Inc’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 		– Sell
-259,050
Closed -$8.66M – 69
2014
Q2 		$8.66M Hold
259,050
– – 1.08% 45
2014
Q1 		$8.82M Buy
259,050
+119,300
+85% +$3.93M 1.07% 46
2013
Q4 		$4.64M Buy
+139,750
New +$4.44M 0.59% 64

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wafra Inc's KBE Position: Q3 2014 in Review

Wafra Inc sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2014, closing a stake of 259,050 shares — an estimated $8.66M sold.

Wafra Inc first reported a position in KBE in Q4 2013 and held it in 3 quarters. The position peaked at $8.82M in Q1 2014. 115 funds tracked by Wall St. Rank hold KBE as of Q3 2014.

  • Wafra Inc reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2014 after selling out during the quarter.
  • Wafra Inc sold 259,050 State Street SPDR S&P Bank ETF shares in Q3 2014, an estimated $8.66M.
  • Wafra Inc first reported a position in State Street SPDR S&P Bank ETF in Q4 2013 and held it in 3 quarters.
  • Wafra Inc's State Street SPDR S&P Bank ETF position peaked at $8.82M in Q1 2014.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2014.

Based on Wafra Inc's 13F filing for Q3 2014, filed 28 Oct 2014.