Avantax Planning Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-513	Closed	-$16K	–	775
2018 Q3	$16K	Buy	+513	New	+$16.2K	﹤0.01%	754
2018 Q2	–	Sell	-513	Closed	-$16K	–	885
2018 Q1	$16K	Buy	+513	New	+$15.9K	﹤0.01%	864

Other funds holding KIE

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Avantax Planning Partners's KIE Position: Q4 2018 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2018, closing a stake of 513 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in KIE in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 104 funds tracked by Wall St. Rank hold KIE as of Q4 2018.

Avantax Planning Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 513 State Street SPDR S&P Insurance ETF shares in Q4 2018, an estimated $16K.
Avantax Planning Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's State Street SPDR S&P Insurance ETF position peaked at $16K in Q3 2018.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.