Archford Capital Strategies’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-1,623	Closed	-$55K	–	381
2019 Q2	$55K	Sell	1,623 -65	-4%	-$2.14K	0.02%	277
2019 Q1	$52K	Hold	1,688	–	–	0.02%	277
2018 Q4	$48K	Sell	1,688 -2,434	-59%	-$73.2K	0.02%	265
2018 Q3	$132K	Sell	4,122 -37	-0.9%	-$1.17K	0.05%	229
2018 Q2	$124K	Buy	4,159 +934	+29%	+$28.7K	0.04%	237
2018 Q1	$99K	Buy	+3,225	New	+$100K	0.04%	168
2017 Q2	–	Sell	-3,126	Closed	-$90K	–	415
2017 Q1	$90K	Sell	3,126 -744	-19%	-$21.2K	0.03%	248
2016 Q4	$107K	Buy	3,870 +2,988	+339%	+$78.4K	0.05%	203
2016 Q3	$21K	Buy	882 +408	+86%	+$9.91K	0.01%	324
2016 Q2	$11K	Buy	+474	New	+$11.1K	0.01%	382
2016 Q1	–	Sell	-345	Closed	-$8K	–	399
2015 Q4	$8K	Hold	345	–	–	﹤0.01%	483
2015 Q3	$8K	Buy	+345	New	+$8.01K	0.01%	362

Other funds holding KIE

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's KIE Position: Q3 2019 in Review

Archford Capital Strategies sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2019, closing a stake of 1,623 shares — an estimated $55K sold.

Archford Capital Strategies first reported a position in KIE in Q3 2015 and held it in 12 quarters. The position peaked at $132K in Q3 2018. 106 funds tracked by Wall St. Rank hold KIE as of Q3 2019.

Archford Capital Strategies reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 1,623 State Street SPDR S&P Insurance ETF shares in Q3 2019, an estimated $55K.
Archford Capital Strategies first reported a position in State Street SPDR S&P Insurance ETF in Q3 2015 and held it in 12 quarters.
Archford Capital Strategies's State Street SPDR S&P Insurance ETF position peaked at $132K in Q3 2018.
106 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.