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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Rothschild Capital Partners New York $406M AUM 25.87% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return