Atria Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Atria Investments’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 Q2	–	Sell	-12,912	Closed	-$370K	–	778
2017 Q1	$370K	Sell	12,912 -606	-4%	-$17.2K	0.02%	460
2016 Q4	$374K	Buy	+13,518	New	+$355K	0.03%	403

Other funds holding KIE

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

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

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

RCP

Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

Atria Investments's KIE Position: Q2 2017 in Review

Atria Investments sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2017, closing a stake of 12,912 shares — an estimated $370K sold.

Atria Investments first reported a position in KIE in Q4 2016 and held it in 2 quarters. The position peaked at $374K in Q4 2016. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

Atria Investments reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2017 after selling out during the quarter.
Atria Investments sold 12,912 State Street SPDR S&P Insurance ETF shares in Q2 2017, an estimated $370K.
Atria Investments first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 2 quarters.
Atria Investments's State Street SPDR S&P Insurance ETF position peaked at $374K in Q4 2016.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.