Welch Capital Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Welch Capital Partners’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	-69,050	Closed	-$4.1M	–	35
2018 Q3	$4.1M	Hold	69,050	–	–	1.34%	18
2018 Q2	$4.21M	Buy	69,050 +19,640	+40%	+$1.23M	1.45%	22
2018 Q1	$2.98M	Hold	49,410	–	–	1.03%	24
2017 Q4	$2.91M	Buy	+49,410	New	+$2.84M	1.04%	32

Other funds holding KRE

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Welch Capital Partners's KRE Position: Q4 2018 in Review

Welch Capital Partners sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 69,050 shares — an estimated $4.1M sold.

Welch Capital Partners first reported a position in KRE in Q4 2017 and held it in 4 quarters. The position peaked at $4.21M in Q2 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Welch Capital Partners reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
Welch Capital Partners sold 69,050 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $4.1M.
Welch Capital Partners first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2017 and held it in 4 quarters.
Welch Capital Partners's State Street SPDR S&P Regional Banking ETF position peaked at $4.21M in Q2 2018.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Welch Capital Partners's 13F filing for Q4 2018, filed 5 Feb 2019.