Brick & Kyle Associates’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Brick & Kyle Associates’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	-1,500	Closed	-$43K	–	237
2017 Q1	$43K	Hold	1,500	–	–	0.03%	195
2016 Q4	$41K	Hold	1,500	–	–	0.03%	196
2016 Q3	$37K	Hold	1,500	–	–	0.03%	207
2016 Q2	$36K	Hold	1,500	–	–	0.03%	203
2016 Q1	$35K	Hold	1,500	–	–	0.03%	198
2015 Q4	$35K	Hold	1,500	–	–	0.03%	197
2015 Q3	$34K	Hold	1,500	–	–	0.03%	199
2015 Q2	$34K	Hold	1,500	–	–	0.03%	213
2015 Q1	$34K	Buy	+1,500	New	+$33K	0.03%	219

Other funds holding KIE

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 New York $1.89T AUM 35.08% 1-Year Est. Return

NEIRG

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

RCP

Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

Brick & Kyle Associates's KIE Position: Q2 2017 in Review

Brick & Kyle Associates sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2017, closing a stake of 1,500 shares — an estimated $43K sold.

Brick & Kyle Associates first reported a position in KIE in Q1 2015 and held it in 9 quarters. The position peaked at $43K in Q1 2017. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

Brick & Kyle Associates reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2017 after selling out during the quarter.
Brick & Kyle Associates sold 1,500 State Street SPDR S&P Insurance ETF shares in Q2 2017, an estimated $43K.
Brick & Kyle Associates first reported a position in State Street SPDR S&P Insurance ETF in Q1 2015 and held it in 9 quarters.
Brick & Kyle Associates's State Street SPDR S&P Insurance ETF position peaked at $43K in Q1 2017.
97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.