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WealthTrust Fairport’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

WealthTrust Fairport’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
2018
Q4 		– Sell
-152
Closed -$9K – 478
2018
Q3 		$9K Buy
+152
New +$9.47K ﹤0.01% 400

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WealthTrust Fairport's KRE Position: Q4 2018 in Review

WealthTrust Fairport sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 152 shares — an estimated $9K sold.

WealthTrust Fairport first reported a position in KRE in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

  • WealthTrust Fairport reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 152 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $9K.
  • WealthTrust Fairport first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 1 quarter.
  • WealthTrust Fairport's State Street SPDR S&P Regional Banking ETF position peaked at $9K in Q3 2018.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

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