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Capital Bank & Trust’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Capital Bank & Trust’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
-204
Closed -$5K – 482
2020
Q1 		$5K Buy
+204
New +$6.66K ﹤0.01% 588

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Bank & Trust's KIE Position: Q2 2020 in Review

Capital Bank & Trust sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 204 shares — an estimated $5K sold.

Capital Bank & Trust first reported a position in KIE in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

  • Capital Bank & Trust reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 204 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $5K.
  • Capital Bank & Trust first reported a position in State Street SPDR S&P Insurance ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's State Street SPDR S&P Insurance ETF position peaked at $5K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.