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

Atlas Capital 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
2021 Q1	–	Sell	-64	Closed	-$2.17K	–	812
2020 Q4	$2.17K	Buy	+64	New	+$2.02K	﹤0.01%	635
2020 Q3	–	Sell	-65	Closed	-$1.77K	–	456
2020 Q2	$1.77K	Hold	65	–	–	﹤0.01%	652
2020 Q1	$1.61K	Buy	65 +1	+2%	+$33	﹤0.01%	651
2019 Q4	$2.29K	Hold	64	–	–	﹤0.01%	620
2019 Q3	$2.28K	Hold	64	–	–	﹤0.01%	623
2019 Q2	$2.2K	Buy	+64	New	+$2.11K	﹤0.01%	639

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Capital Advisors's KIE Position: Q1 2021 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 64 shares — an estimated $2.17K sold.

Atlas Capital Advisors first reported a position in KIE in Q2 2019 and held it in 6 quarters. The position peaked at $2.29K in Q4 2019. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

Atlas Capital Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
Atlas Capital Advisors sold 64 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $2.17K.
Atlas Capital Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 6 quarters.
Atlas Capital Advisors's State Street SPDR S&P Insurance ETF position peaked at $2.29K in Q4 2019.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Atlas Capital Advisors's 13F filing for Q1 2021, filed 10 May 2021.