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Acorn Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Acorn Wealth Advisors’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-254
Closed -$8K – 674
2018
Q1 		$8K Buy
+254
New +$7.89K 0.01% 551

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Acorn Wealth Advisors's KIE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2018, closing a stake of 254 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in KIE in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 93 funds tracked by Wall St. Rank hold KIE as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 254 State Street SPDR S&P Insurance ETF shares in Q2 2018, an estimated $8K.
  • Acorn Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 1 quarter.
  • Acorn Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $8K in Q1 2018.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.