WIA
KRE icon

Westbourne Investment Advisors’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Westbourne Investment Advisors’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
-1,005
Closed -$60K – 121
2018
Q3 		$60K Buy
+1,005
New +$62.6K 0.04% 149

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Westbourne Investment Advisors's KRE Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 1,005 shares — an estimated $60K sold.

Westbourne Investment Advisors first reported a position in KRE in Q3 2018 and held it in 1 quarter. The position peaked at $60K in Q3 2018. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,005 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $60K.
  • Westbourne Investment Advisors first reported a position in State Street SPDR S&P Regional Banking ETF in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's State Street SPDR S&P Regional Banking ETF position peaked at $60K in Q3 2018.
  • 386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.