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 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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KCM

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BerganKDV Wealth Management's KIE Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 67 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in KIE in Q4 2018 and held it in 6 quarters. The position peaked at $2K in Q1 2020. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

BerganKDV Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 67 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $2K in Q1 2020.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.