Bay Colony Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bay Colony 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
2020 Q1	–	Sell	-8,995	Closed	-$323K	–	214
2019 Q4	$323K	Buy	8,995 +431	+5%	+$15.1K	0.21%	163
2019 Q3	$302K	Sell	8,564 -188	-2%	-$6.48K	0.21%	175
2019 Q2	$297K	Buy	8,752 +325	+4%	+$10.7K	0.19%	145
2019 Q1	$260K	Buy	8,427 +21	+0.2%	+$643	0.17%	160
2018 Q4	$238K	Buy	8,406 +35	+0.4%	+$1.05K	0.2%	130
2018 Q3	$268K	Sell	8,371 -70	-0.8%	-$2.21K	0.21%	142
2018 Q2	$252K	Buy	+8,441	New	+$259K	0.18%	125

Other funds holding KIE

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

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

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

KCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Bay Colony Advisors's KIE Position: Q1 2020 in Review

Bay Colony Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 8,995 shares — an estimated $323K sold.

Bay Colony Advisors first reported a position in KIE in Q2 2018 and held it in 7 quarters. The position peaked at $323K in Q4 2019. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

Bay Colony Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
Bay Colony Advisors sold 8,995 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $323K.
Bay Colony Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2018 and held it in 7 quarters.
Bay Colony Advisors's State Street SPDR S&P Insurance ETF position peaked at $323K in Q4 2019.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Bay Colony Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.