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CAC
Certified Advisory Corp’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
Certified Advisory Corp’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
2021
Q2
–
Sell
-1,783
Closed
-$65K
–
492
2021
Q1
$65K
Buy
+1,783
New
+$62.6K
0.02%
313
2020
Q2
$84K
Sell
3,073
-663
-18%
-$17.6K
0.03%
241
2020
Q1
$93K
Sell
3,736
-372
-9%
-$12.1K
0.04%
215
2019
Q4
$146K
Sell
4,108
-75
-2%
-$2.62K
0.05%
205
2019
Q3
$147K
Buy
4,183
+257
+7%
+$8.85K
0.05%
200
2019
Q2
$133K
Buy
3,926
+397
+11%
+$13.1K
0.05%
204
2019
Q1
$109K
Buy
3,529
+247
+8%
+$7.56K
0.05%
207
2018
Q4
$93K
Buy
3,282
+15
+0.5%
+$451
0.05%
205
2018
Q3
$105K
Sell
3,267
-1,867
-36%
-$58.9K
0.05%
199
2018
Q2
$153K
Buy
5,134
+12
+0.2%
+$368
0.09%
157
2018
Q1
$158K
Buy
5,122
+12
+0.2%
+$373
0.09%
157
2017
Q4
$156K
Buy
+5,110
New
+$157K
0.11%
132
Other funds holding KIE
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
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
SG Americas Securities
New York
$90.6B AUM
36.98%
1-Year Est. Return
KCM
Karp Capital Management
Sausalito, California
$489M AUM
12.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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