WealthTrust Fairport’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

WealthTrust Fairport’s Portfolio KCE Stock Details KCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-156	Closed	-$9K	–	473
2018 Q3	$9K	Buy	+156	New	+$9.11K	﹤0.01%	399

Other funds holding KCE

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

WealthTrust Fairport's KCE Position: Q4 2018 in Review

WealthTrust Fairport sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q4 2018, closing a stake of 156 shares — an estimated $9K sold.

WealthTrust Fairport first reported a position in KCE in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 35 funds tracked by Wall St. Rank hold KCE as of Q4 2018.

WealthTrust Fairport reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q4 2018 after selling out during the quarter.
WealthTrust Fairport sold 156 State Street SPDR S&P Capital Markets ETF shares in Q4 2018, an estimated $9K.
WealthTrust Fairport first reported a position in State Street SPDR S&P Capital Markets ETF in Q3 2018 and held it in 1 quarter.
WealthTrust Fairport's State Street SPDR S&P Capital Markets ETF position peaked at $9K in Q3 2018.
35 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.