Cavalier Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-123,419	Closed	-$3.68M	–	171
2018 Q2	$3.68M	Buy	+123,419	New	+$3.79M	1.24%	15
2017 Q3	–	Sell	-43,692	Closed	-$1.25M	–	165
2017 Q2	$1.25M	Hold	43,692	–	–	0.7%	34
2017 Q1	$1.25M	Buy	+43,692	New	+$1.24M	0.7%	33

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

TFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Cavalier Investments's KIE Position: Q3 2018 in Review

Cavalier Investments sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2018, closing a stake of 123,419 shares — an estimated $3.68M sold.

Cavalier Investments first reported a position in KIE in Q1 2017 and held it in 3 quarters. The position peaked at $3.68M in Q2 2018. 93 funds tracked by Wall St. Rank hold KIE as of Q3 2018.

Cavalier Investments reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2018 after selling out during the quarter.
Cavalier Investments sold 123,419 State Street SPDR S&P Insurance ETF shares in Q3 2018, an estimated $3.68M.
Cavalier Investments first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 3 quarters.
Cavalier Investments's State Street SPDR S&P Insurance ETF position peaked at $3.68M in Q2 2018.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.