WESPAC Advisors SoCal’s State Street SPDR S&P Bank ETF KBE Stock Holding History

WESPAC Advisors SoCal’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
2020 Q1	–	Sell	-9,175	Closed	-$434K	–	87
2019 Q4	$434K	Buy	9,175 +1,475	+19%	+$66.8K	0.21%	60
2019 Q3	$332K	Buy	7,700 +100	+1%	+$4.26K	0.16%	65
2019 Q2	$329K	Buy	7,600 +375	+5%	+$16.3K	0.18%	62
2019 Q1	$301K	Buy	+7,225	New	+$310K	0.17%	65

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 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

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

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

WESPAC Advisors SoCal's KBE Position: Q1 2020 in Review

WESPAC Advisors SoCal sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2020, closing a stake of 9,175 shares — an estimated $434K sold.

WESPAC Advisors SoCal first reported a position in KBE in Q1 2019 and held it in 4 quarters. The position peaked at $434K in Q4 2019. 170 funds tracked by Wall St. Rank hold KBE as of Q1 2020.

WESPAC Advisors SoCal reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2020 after selling out during the quarter.
WESPAC Advisors SoCal sold 9,175 State Street SPDR S&P Bank ETF shares in Q1 2020, an estimated $434K.
WESPAC Advisors SoCal first reported a position in State Street SPDR S&P Bank ETF in Q1 2019 and held it in 4 quarters.
WESPAC Advisors SoCal's State Street SPDR S&P Bank ETF position peaked at $434K in Q4 2019.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2020, filed 30 Apr 2020.