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

Whitegate Investment Counselors’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
2020
Q1 		– Sell
-4,075
Closed -$237K – 192
2019
Q4 		$237K Hold
4,075
– – 0.04% 184
2019
Q3 		$215K Hold
4,075
– – 0.04% 184
2019
Q2 		$218K Hold
4,075
– – 0.04% 185
2019
Q1 		$209K Buy
+4,075
New +$217K 0.04% 184

Other funds holding KRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitegate Investment Counselors's KRE Position: Q1 2020 in Review

Whitegate Investment Counselors sold out of State Street SPDR S&P Regional Banking ETF (KRE) in Q1 2020, closing a stake of 4,075 shares — an estimated $237K sold.

Whitegate Investment Counselors first reported a position in KRE in Q1 2019 and held it in 4 quarters. The position peaked at $237K in Q4 2019. 279 funds tracked by Wall St. Rank hold KRE as of Q1 2020.

  • Whitegate Investment Counselors reported no remaining State Street SPDR S&P Regional Banking ETF position as of Q1 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 4,075 State Street SPDR S&P Regional Banking ETF shares in Q1 2020, an estimated $237K.
  • Whitegate Investment Counselors first reported a position in State Street SPDR S&P Regional Banking ETF in Q1 2019 and held it in 4 quarters.
  • Whitegate Investment Counselors's State Street SPDR S&P Regional Banking ETF position peaked at $237K in Q4 2019.
  • 279 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2020.

Based on Whitegate Investment Counselors's 13F filing for Q1 2020, filed 15 Apr 2020.