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Weatherstone Capital Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Weatherstone Capital Management’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
2017
Q1 		– Sell
-9,813
Closed -$427K – 90
2016
Q4 		$427K Buy
+9,813
New +$379K 0.28% 31

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Weatherstone Capital Management's KBE Position: Q1 2017 in Review

Weatherstone Capital Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2017, closing a stake of 9,813 shares — an estimated $427K sold.

Weatherstone Capital Management first reported a position in KBE in Q4 2016 and held it in 1 quarter. The position peaked at $427K in Q4 2016. 211 funds tracked by Wall St. Rank hold KBE as of Q1 2017.

  • Weatherstone Capital Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2017 after selling out during the quarter.
  • Weatherstone Capital Management sold 9,813 State Street SPDR S&P Bank ETF shares in Q1 2017, an estimated $427K.
  • Weatherstone Capital Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2016 and held it in 1 quarter.
  • Weatherstone Capital Management's State Street SPDR S&P Bank ETF position peaked at $427K in Q4 2016.
  • 211 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2017.

Based on Weatherstone Capital Management's 13F filing for Q1 2017, filed 11 May 2017.