BerganKDV Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

BerganKDV Wealth 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
2020 Q2	–	Sell	-67	Closed	-$2K	–	1025
2020 Q1	$2K	Hold	67	–	–	﹤0.01%	740
2019 Q4	$2K	Hold	67	–	–	﹤0.01%	774
2019 Q3	$2K	Hold	67	–	–	﹤0.01%	634
2019 Q2	$2K	Hold	67	–	–	﹤0.01%	671
2019 Q1	$2K	Hold	67	–	–	﹤0.01%	665
2018 Q4	$2K	Buy	+67	New	+$2.01K	﹤0.01%	615

Other funds holding KIE

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.7B AUM 24.61% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return