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Berman Capital Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Berman Capital 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
2019
Q1 		– Sell
-1,483
Closed -$42K – 1406
2018
Q4 		$42K Buy
+1,483
New +$44.6K 0.02% 271

Other funds holding KIE

Bank of America
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Berman Capital Advisors's KIE Position: Q1 2019 in Review

Berman Capital Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2019, closing a stake of 1,483 shares — an estimated $42K sold.

Berman Capital Advisors first reported a position in KIE in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 100 funds tracked by Wall St. Rank hold KIE as of Q1 2019.

  • Berman Capital Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 1,483 State Street SPDR S&P Insurance ETF shares in Q1 2019, an estimated $42K.
  • Berman Capital Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's State Street SPDR S&P Insurance ETF position peaked at $42K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.