B. Riley Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

B. Riley Wealth 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
2016 Q2	–	Sell	-14,250	Closed	-$329K	–	637
2016 Q1	$329K	Sell	14,250 -3,486	-20%	-$76.6K	0.08%	326
2015 Q4	$411K	Sell	17,736 -1,986	-10%	-$46.8K	0.08%	285
2015 Q3	$445K	Buy	19,722 +8,289	+73%	+$192K	0.11%	253
2015 Q2	$260K	Buy	+11,433	New	+$260K	0.06%	375
2015 Q1	–	Sell	-603	Closed	-$13K	–	1322
2014 Q4	$13K	Buy	+603	New	+$13.1K	﹤0.01%	2736
2014 Q3	–	Sell	-333	Closed	-$7.12K	–	1313
2014 Q2	$7.12K	Buy	+333	New	+$6.96K	﹤0.01%	1924

Other funds holding KIE

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

FMI

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFA

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

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

B. Riley Wealth Advisors's KIE Position: Q2 2016 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2016, closing a stake of 14,250 shares — an estimated $329K sold.

B. Riley Wealth Advisors first reported a position in KIE in Q2 2014 and held it in 6 quarters. The position peaked at $445K in Q3 2015. 60 funds tracked by Wall St. Rank hold KIE as of Q2 2016.

B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2016 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,250 State Street SPDR S&P Insurance ETF shares in Q2 2016, an estimated $329K.
B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $445K in Q3 2015.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2016.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.