Willingdon Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Willingdon Wealth 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
2019 Q4	–	Sell	-48	Closed	-$2K	–	464
2019 Q3	$2K	Buy	+48	New	+$2.04K	﹤0.01%	351

Other funds holding KBE

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Willingdon Wealth Management's KBE Position: Q4 2019 in Review

Willingdon Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2019, closing a stake of 48 shares — an estimated $2K sold.

Willingdon Wealth Management first reported a position in KBE in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 219 funds tracked by Wall St. Rank hold KBE as of Q4 2019.

Willingdon Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2019 after selling out during the quarter.
Willingdon Wealth Management sold 48 State Street SPDR S&P Bank ETF shares in Q4 2019, an estimated $2K.
Willingdon Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q3 2019 and held it in 1 quarter.
Willingdon Wealth Management's State Street SPDR S&P Bank ETF position peaked at $2K in Q3 2019.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2019.

Based on Willingdon Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.