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

Wealthfront’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
2015 Q4	–	Sell	-650	Closed	-$22K	–	685
2015 Q3	$22K	Hold	650	–	–	﹤0.01%	715
2015 Q2	$24K	Hold	650	–	–	﹤0.01%	595
2015 Q1	$22K	Hold	650	–	–	﹤0.01%	543
2014 Q4	$22K	Buy	+650	New	+$21.2K	﹤0.01%	543

Other funds holding KBE

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PVH

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

WBG

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthfront's KBE Position: Q4 2015 in Review

Wealthfront sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2015, closing a stake of 650 shares — an estimated $22K sold.

Wealthfront first reported a position in KBE in Q4 2014 and held it in 4 quarters. The position peaked at $24K in Q2 2015. 151 funds tracked by Wall St. Rank hold KBE as of Q4 2015.

Wealthfront reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 650 State Street SPDR S&P Bank ETF shares in Q4 2015, an estimated $22K.
Wealthfront first reported a position in State Street SPDR S&P Bank ETF in Q4 2014 and held it in 4 quarters.
Wealthfront's State Street SPDR S&P Bank ETF position peaked at $24K in Q2 2015.
151 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.