Bank of America
KBWI

Bank of America’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Bank of America’s Portfolio KBWI Stock Details KBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-92
Closed -$6K – 7648
2015
Q3 		$6K Buy
+92
New +$6.5K ﹤0.01% 6730
2014
Q4 		– Sell
-650
Closed -$43K – 8253
2014
Q3 		$43K Sell
650
-19,737
-97% -$1.3M ﹤0.01% 6613
2014
Q2 		$1.36M Buy
20,387
+1,416
+7% +$92.2K ﹤0.01% 3727
2014
Q1 		$1.23M Buy
18,971
+5,036
+36% +$320K ﹤0.01% 3688
2013
Q4 		$922K Buy
13,935
+1,977
+17% +$125K ﹤0.01% 4144
2013
Q3 		$697K Buy
+11,958
New +$692K ﹤0.01% 4319

Other funds holding KBWI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Bank of America's KBWI Position: Q4 2015 in Review

Bank of America sold out of POWERSHARES KBW INS PORT (KBWI) in Q4 2015, closing a stake of 92 shares — an estimated $6K sold.

Bank of America first reported a position in KBWI in Q3 2013 and held it in 6 quarters. The position peaked at $1.36M in Q2 2014. 10 funds tracked by Wall St. Rank hold KBWI as of Q4 2015.

  • Bank of America reported no remaining POWERSHARES KBW INS PORT position as of Q4 2015 after selling out during the quarter.
  • Bank of America sold 92 POWERSHARES KBW INS PORT shares in Q4 2015, an estimated $6K.
  • Bank of America first reported a position in POWERSHARES KBW INS PORT in Q3 2013 and held it in 6 quarters.
  • Bank of America's POWERSHARES KBW INS PORT position peaked at $1.36M in Q2 2014.
  • 10 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q4 2015.

Based on Bank of America's 13F filing for Q4 2015, filed 16 Feb 2016.