Beck Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Beck Capital Management’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
2017 Q2	–	Sell	-186,804	Closed	-$5.35M	–	106
2017 Q1	$5.35M	Buy	186,804 +33,162	+22%	+$944K	2.82%	8
2016 Q4	$4.25M	Buy	+153,642	New	+$4.03M	2.38%	11
2016 Q1	–	Sell	-5,370	Closed	-$124K	–	122
2015 Q4	$124K	Buy	+5,370	New	+$127K	0.07%	132
2014 Q3	–	Sell	-44,799	Closed	-$958K	–	160
2014 Q2	$958K	Buy	44,799 +9,096	+25%	+$190K	0.64%	54
2014 Q1	$742K	Buy	+35,703	New	+$723K	0.57%	62

Other funds holding KIE

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

FMI

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

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

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BCM

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

RCP

Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

Beck Capital Management's KIE Position: Q2 2017 in Review

Beck Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2017, closing a stake of 186,804 shares — an estimated $5.35M sold.

Beck Capital Management first reported a position in KIE in Q1 2014 and held it in 5 quarters. The position peaked at $5.35M in Q1 2017. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

Beck Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2017 after selling out during the quarter.
Beck Capital Management sold 186,804 State Street SPDR S&P Insurance ETF shares in Q2 2017, an estimated $5.35M.
Beck Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2014 and held it in 5 quarters.
Beck Capital Management's State Street SPDR S&P Insurance ETF position peaked at $5.35M in Q1 2017.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on Beck Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.