Catamount Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Catamount Wealth Management’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
2019 Q1	–	Sell	-88	Closed	-$3K	–	204
2018 Q4	$3K	Buy	+88	New	+$2.65K	﹤0.01%	179

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

KCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Catamount Wealth Management's KIE Position: Q1 2019 in Review

Catamount Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2019, closing a stake of 88 shares — an estimated $3K sold.

Catamount Wealth Management first reported a position in KIE in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 100 funds tracked by Wall St. Rank hold KIE as of Q1 2019.

Catamount Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2019 after selling out during the quarter.
Catamount Wealth Management sold 88 State Street SPDR S&P Insurance ETF shares in Q1 2019, an estimated $3K.
Catamount Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 1 quarter.
Catamount Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $3K in Q4 2018.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.