Wealthstreet Investment Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wealthstreet Investment Advisors’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
2018 Q4	–	Sell	-6,500	Closed	-$303K	–	336
2018 Q3	$303K	Hold	6,500	–	–	0.04%	289
2018 Q2	$307K	Hold	6,500	–	–	0.04%	285
2018 Q1	$311K	Hold	6,500	–	–	0.04%	279
2017 Q4	$308K	Buy	+6,500	New	+$299K	0.04%	281

Other funds holding KBE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Wealthstreet Investment Advisors's KBE Position: Q4 2018 in Review

Wealthstreet Investment Advisors sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 6,500 shares — an estimated $303K sold.

Wealthstreet Investment Advisors first reported a position in KBE in Q4 2017 and held it in 4 quarters. The position peaked at $311K in Q1 2018. 225 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Wealthstreet Investment Advisors reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Wealthstreet Investment Advisors sold 6,500 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $303K.
Wealthstreet Investment Advisors first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 4 quarters.
Wealthstreet Investment Advisors's State Street SPDR S&P Bank ETF position peaked at $311K in Q1 2018.
225 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.