Brown Advisory
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Brown Advisory’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Brown Advisory’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
2013
Q4 		– Sell
-1,548
Closed -$29K – 960
2013
Q3 		$29K Hold
1,548
– – ﹤0.01% 855
2013
Q2 		$28K Buy
+1,548
New +$27.4K ﹤0.01% 827

Other funds holding KIE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brown Advisory's KIE Position: Q4 2013 in Review

Brown Advisory sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2013, closing a stake of 1,548 shares — an estimated $29K sold.

Brown Advisory first reported a position in KIE in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q3 2013. 65 funds tracked by Wall St. Rank hold KIE as of Q4 2013.

  • Brown Advisory reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2013 after selling out during the quarter.
  • Brown Advisory sold 1,548 State Street SPDR S&P Insurance ETF shares in Q4 2013, an estimated $29K.
  • Brown Advisory first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 2 quarters.
  • Brown Advisory's State Street SPDR S&P Insurance ETF position peaked at $29K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2013.

Based on Brown Advisory's 13F filing for Q4 2013, filed 11 Feb 2014.