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Bristol County Savings Bank’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Bristol County Savings Bank’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
Q4 		$728K Sell
23,700
-966
-4% -$29.6K 0.68% 41
2017
Q3 		$739K Buy
+24,666
New +$735K 0.73% 41

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bristol County Savings Bank's KIE Position: Q4 2017 in Review

Bristol County Savings Bank reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 3.9% in Q4 2017, selling an estimated $29.6K and leaving 23,700 shares worth $728K. The position accounts for 0.68% of the portfolio, ranked #41.

Bristol County Savings Bank first reported a position in KIE in Q3 2017 and has held it in 2 quarters since. The position peaked at $739K in Q3 2017. 95 funds tracked by Wall St. Rank hold KIE as of Q4 2017.

  • Bristol County Savings Bank held 23,700 shares of State Street SPDR S&P Insurance ETF worth $728K as of Q4 2017.
  • Bristol County Savings Bank sold 966 State Street SPDR S&P Insurance ETF shares in Q4 2017, an estimated $29.6K.
  • State Street SPDR S&P Insurance ETF made up 0.68% of Bristol County Savings Bank's portfolio in Q4 2017, its #41 holding.
  • Bristol County Savings Bank first reported a position in State Street SPDR S&P Insurance ETF in Q3 2017 and has held it in 2 quarters since.
  • Bristol County Savings Bank's State Street SPDR S&P Insurance ETF position peaked at $739K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2017.

Based on Bristol County Savings Bank's 13F filing for Q4 2017, filed 23 Jan 2018.