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Woodley Farra Manion Portfolio Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-71
Closed -$2K – 254
2020
Q2 		$2K Hold
71
– – ﹤0.01% 368
2020
Q1 		$2K Hold
71
– – ﹤0.01% 366
2019
Q4 		$3K Buy
+71
New +$3.22K ﹤0.01% 348

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's KBE Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q3 2020, closing a stake of 71 shares — an estimated $2K sold.

Woodley Farra Manion Portfolio Management first reported a position in KBE in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 164 funds tracked by Wall St. Rank hold KBE as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining State Street SPDR S&P Bank ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 71 State Street SPDR S&P Bank ETF shares in Q3 2020, an estimated $2K.
  • Woodley Farra Manion Portfolio Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's State Street SPDR S&P Bank ETF position peaked at $3K in Q4 2019.
  • 164 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.