CS
KBWI

Cannell & Spears’s POWERSHARES KBW INS PORT KBWI Stock Holding History

Cannell & Spears’s Portfolio KBWI Stock Details KBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-13,946
Closed -$929K – 145
2014
Q2 		$929K Buy
+13,946
New +$908K 0.11% 65

Other funds holding KBWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cannell & Spears's KBWI Position: Q3 2014 in Review

Cannell & Spears sold out of POWERSHARES KBW INS PORT (KBWI) in Q3 2014, closing a stake of 13,946 shares — an estimated $929K sold.

Cannell & Spears first reported a position in KBWI in Q2 2014 and held it in 1 quarter. The position peaked at $929K in Q2 2014. 6 funds tracked by Wall St. Rank hold KBWI as of Q3 2014.

  • Cannell & Spears reported no remaining POWERSHARES KBW INS PORT position as of Q3 2014 after selling out during the quarter.
  • Cannell & Spears sold 13,946 POWERSHARES KBW INS PORT shares in Q3 2014, an estimated $929K.
  • Cannell & Spears first reported a position in POWERSHARES KBW INS PORT in Q2 2014 and held it in 1 quarter.
  • Cannell & Spears's POWERSHARES KBW INS PORT position peaked at $929K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q3 2014.

Based on Cannell & Spears's 13F filing for Q3 2014, filed 14 Nov 2014.