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

Westfield Capital Management’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	-8,900	Closed	-$529K	–	255
2018 Q3	$529K	Hold	8,900	–	–	﹤0.01%	235
2018 Q2	$543K	Hold	8,900	–	–	﹤0.01%	233
2018 Q1	$537K	Hold	8,900	–	–	﹤0.01%	235
2017 Q4	$524K	Buy	+8,900	New	+$511K	﹤0.01%	232
2016 Q2	–	Sell	-20,050	Closed	-$755K	–	271
2016 Q1	$755K	Hold	20,050	–	–	0.01%	232
2015 Q4	$840K	Hold	20,050	–	–	0.01%	246
2015 Q3	$826K	Hold	20,050	–	–	0.01%	229
2015 Q2	$885K	Buy	+20,050	New	+$852K	0.01%	256

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

Westfield Capital Management's KRE Position: Q4 2018 in Review

Westfield Capital Management sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q4 2018, closing a stake of 8,900 shares — an estimated $529K sold.

Westfield Capital Management first reported a position in KRE in Q2 2015 and held it in 8 quarters. The position peaked at $885K in Q2 2015. 386 funds tracked by Wall St. Rank hold KRE as of Q4 2018.

Westfield Capital Management reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q4 2018 after selling out during the quarter.
Westfield Capital Management sold 8,900 State Street SPDR S&P Regional Banking ETF shares in Q4 2018, an estimated $529K.
Westfield Capital Management first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2015 and held it in 8 quarters.
Westfield Capital Management's State Street SPDR S&P Regional Banking ETF position peaked at $885K in Q2 2015.
386 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q4 2018.

Based on Westfield Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.