West Paces Advisors’s State Street SPDR S&P Bank ETF KBE Stock Holding History

West Paces Advisors’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 Q3	–	Sell	-1,300	Closed	-$41K	–	423
2020 Q2	$41K	Sell	1,300 -4,000	-75%	-$121K	0.02%	187
2020 Q1	$143K	Buy	+5,300	New	+$212K	0.09%	108
2019 Q3	–	Sell	-340	Closed	-$14.7K	–	491
2019 Q2	$14.7K	Hold	340	–	–	0.01%	277
2019 Q1	$14.2K	Hold	340	–	–	0.01%	283
2018 Q4	$12.7K	Buy	340 +140	+70%	+$5.94K	0.01%	290
2018 Q3	$9.31K	Hold	200	–	–	0.01%	326
2018 Q2	$9.43K	Hold	200	–	–	0.01%	336
2018 Q1	$9.58K	Buy	+200	New	+$9.94K	0.01%	321

Other funds holding KBE

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of America

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

EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $766M AUM 73.25% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return