Capital Analysts LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Capital Analysts LLC’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
2018 Q1	–	Sell	-1,049	Closed	-$32K	–	567
2017 Q4	$32K	Buy	+1,049	New	+$32.2K	﹤0.01%	338

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Capital Analysts LLC's KIE Position: Q1 2018 in Review

Capital Analysts LLC sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2018, closing a stake of 1,049 shares — an estimated $32K sold.

Capital Analysts LLC first reported a position in KIE in Q4 2017 and held it in 1 quarter. The position peaked at $32K in Q4 2017. 102 funds tracked by Wall St. Rank hold KIE as of Q1 2018.

Capital Analysts LLC reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2018 after selling out during the quarter.
Capital Analysts LLC sold 1,049 State Street SPDR S&P Insurance ETF shares in Q1 2018, an estimated $32K.
Capital Analysts LLC first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 1 quarter.
Capital Analysts LLC's State Street SPDR S&P Insurance ETF position peaked at $32K in Q4 2017.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2018.

Based on Capital Analysts LLC's 13F filing for Q1 2018, filed 14 May 2018.