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

Bison Wealth’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
2015
Q1 		– Sell
-36,240
Closed -$806K – 239
2014
Q4 		$806K Buy
+36,240
New +$785K 0.61% 49

Other funds holding KIE

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bison Wealth's KIE Position: Q1 2015 in Review

Bison Wealth sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2015, closing a stake of 36,240 shares — an estimated $806K sold.

Bison Wealth first reported a position in KIE in Q4 2014 and held it in 1 quarter. The position peaked at $806K in Q4 2014. 53 funds tracked by Wall St. Rank hold KIE as of Q1 2015.

  • Bison Wealth reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2015 after selling out during the quarter.
  • Bison Wealth sold 36,240 State Street SPDR S&P Insurance ETF shares in Q1 2015, an estimated $806K.
  • Bison Wealth first reported a position in State Street SPDR S&P Insurance ETF in Q4 2014 and held it in 1 quarter.
  • Bison Wealth's State Street SPDR S&P Insurance ETF position peaked at $806K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2015.

Based on Bison Wealth's 13F filing for Q1 2015, filed 14 May 2015.