AA
KIE icon

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

Apriem 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
2017
Q1 		– Sell
-228
Closed -$6K – 698
2016
Q4 		$6K Hold
228
– – ﹤0.01% 480
2016
Q3 		$6K Buy
+228
New +$5.54K ﹤0.01% 447

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Apriem Advisors's KIE Position: Q1 2017 in Review

Apriem Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2017, closing a stake of 228 shares — an estimated $6K sold.

Apriem Advisors first reported a position in KIE in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 95 funds tracked by Wall St. Rank hold KIE as of Q1 2017.

  • Apriem Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 228 State Street SPDR S&P Insurance ETF shares in Q1 2017, an estimated $6K.
  • Apriem Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q3 2016 and held it in 2 quarters.
  • Apriem Advisors's State Street SPDR S&P Insurance ETF position peaked at $6K in Q4 2016.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.