Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018 Q4	–	Sell	-102	Closed	-$5K	–	858
2018 Q3	$5K	Buy	+102	New	+$4.97K	﹤0.01%	1222
2017 Q3	–	Sell	-7,715	Closed	-$336K	–	345
2017 Q2	$336K	Buy	+7,715	New	+$328K	0.03%	221
2014 Q2	–	Sell	-22,803	Closed	-$776K	–	303
2014 Q1	$776K	Buy	+22,803	New	+$752K	0.09%	130
2013 Q3	–	Sell	-34,105	Closed	-$979K	–	278
2013 Q2	$979K	Buy	+34,105	New	+$932K	0.15%	105

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's KBE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 102 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in KBE in Q2 2013 and held it in 4 quarters. The position peaked at $979K in Q2 2013. 224 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 102 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $5K.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P Bank ETF position peaked at $979K in Q2 2013.
224 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.