Beaumont Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Beaumont Financial 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
2018 Q3	–	Sell	-54,944	Closed	-$1.64M	–	236
2018 Q2	$1.64M	Buy	+54,944	New	+$1.69M	0.17%	79

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

TFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

TPWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Beaumont Financial Advisors's KIE Position: Q3 2018 in Review

Beaumont Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2018, closing a stake of 54,944 shares — an estimated $1.64M sold.

Beaumont Financial Advisors first reported a position in KIE in Q2 2018 and held it in 1 quarter. The position peaked at $1.64M in Q2 2018. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2018.

Beaumont Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 54,944 State Street SPDR S&P Insurance ETF shares in Q3 2018, an estimated $1.64M.
Beaumont Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2018 and held it in 1 quarter.
Beaumont Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.64M in Q2 2018.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2018.

Based on Beaumont Financial Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.