Welch Capital Partners’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Welch Capital Partners’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
2019 Q1	–	Sell	-42,640	Closed	-$1.59M	–	33
2018 Q4	$1.59M	Buy	+42,640	New	+$1.81M	0.61%	22

Other funds holding KBE

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

ACI

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

Welch Capital Partners's KBE Position: Q1 2019 in Review

Welch Capital Partners sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2019, closing a stake of 42,640 shares — an estimated $1.59M sold.

Welch Capital Partners first reported a position in KBE in Q4 2018 and held it in 1 quarter. The position peaked at $1.59M in Q4 2018. 221 funds tracked by Wall St. Rank hold KBE as of Q1 2019.

Welch Capital Partners reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2019 after selling out during the quarter.
Welch Capital Partners sold 42,640 State Street SPDR S&P Bank ETF shares in Q1 2019, an estimated $1.59M.
Welch Capital Partners first reported a position in State Street SPDR S&P Bank ETF in Q4 2018 and held it in 1 quarter.
Welch Capital Partners's State Street SPDR S&P Bank ETF position peaked at $1.59M in Q4 2018.
221 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2019.

Based on Welch Capital Partners's 13F filing for Q1 2019, filed 8 May 2019.