Wellington Management Group
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Wellington Management Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wellington Management Group’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
2013
Q3 		– Sell
-140,851
Closed -$4.04M – 2205
2013
Q2 		$4.04M Buy
+140,851
New +$3.85M ﹤0.01% 1476

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group's KBE Position: Q3 2013 in Review

Wellington Management Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2013, closing a stake of 140,851 shares — an estimated $4.04M sold.

Wellington Management Group first reported a position in KBE in Q2 2013 and held it in 1 quarter. The position peaked at $4.04M in Q2 2013. 101 funds tracked by Wall St. Rank hold KBE as of Q3 2013.

  • Wellington Management Group reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2013 after selling out during the quarter.
  • Wellington Management Group sold 140,851 State Street SPDR S&P Bank ETF shares in Q3 2013, an estimated $4.04M.
  • Wellington Management Group first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 1 quarter.
  • Wellington Management Group's State Street SPDR S&P Bank ETF position peaked at $4.04M in Q2 2013.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2013.

Based on Wellington Management Group's 13F filing for Q3 2013, filed 14 Nov 2013.