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Capital Wealth Planning’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Capital Wealth Planning’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
Q1 		– Sell
-6,000
Closed -$213K – 255
2019
Q4 		$213K Hold
6,000
– – 0.01% 180
2019
Q3 		$207K Hold
6,000
– – 0.01% 240
2019
Q2 		$204K Buy
+6,000
New +$198K 0.01% 232

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Wealth Planning's KIE Position: Q1 2020 in Review

Capital Wealth Planning sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 6,000 shares — an estimated $213K sold.

Capital Wealth Planning first reported a position in KIE in Q2 2019 and held it in 3 quarters. The position peaked at $213K in Q4 2019. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

  • Capital Wealth Planning reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 6,000 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $213K.
  • Capital Wealth Planning first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 3 quarters.
  • Capital Wealth Planning's State Street SPDR S&P Insurance ETF position peaked at $213K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.