Woodard & Company Asset Management Group’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Woodard & Company Asset Management Group’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	-200	Closed	-$9K	–	129
2018 Q3	$9K	Hold	200	–	–	0.01%	161
2018 Q2	$9.43K	Hold	200	–	–	0.01%	145
2018 Q1	$10K	Hold	200	–	–	0.01%	151
2017 Q4	$9K	Buy	+200	New	+$9.2K	0.01%	170

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

Woodard & Company Asset Management Group's KBE Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of State Street SPDR S&P Bank ETF (KBE) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

Woodard & Company Asset Management Group first reported a position in KBE in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q1 2018. 225 funds tracked by Wall St. Rank hold KBE as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining State Street SPDR S&P Bank ETF position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 200 State Street SPDR S&P Bank ETF shares in Q4 2018, an estimated $9K.
Woodard & Company Asset Management Group first reported a position in State Street SPDR S&P Bank ETF in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's State Street SPDR S&P Bank ETF position peaked at $10K in Q1 2018.
225 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.