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

Burt Wealth 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
2020 Q2	–	Sell	-44	Closed	-$1K	–	424
2020 Q1	$1K	Buy	+44	New	+$1.44K	﹤0.01%	376

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burt Wealth Advisors's KIE Position: Q2 2020 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 44 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in KIE in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

Burt Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
Burt Wealth Advisors sold 44 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $1K.
Burt Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 1 quarter.
Burt Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $1K in Q1 2020.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on Burt Wealth Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.