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Country Club Trust’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Country Club 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
2014
Q1 		– Sell
-10,203
Closed -$215K – 214
2013
Q4 		$215K Buy
+10,203
New +$205K 0.03% 205

Other funds holding KIE

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Country Club Trust's KIE Position: Q1 2014 in Review

Country Club Trust sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2014, closing a stake of 10,203 shares — an estimated $215K sold.

Country Club Trust first reported a position in KIE in Q4 2013 and held it in 1 quarter. The position peaked at $215K in Q4 2013. 54 funds tracked by Wall St. Rank hold KIE as of Q1 2014.

  • Country Club Trust reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2014 after selling out during the quarter.
  • Country Club Trust sold 10,203 State Street SPDR S&P Insurance ETF shares in Q1 2014, an estimated $215K.
  • Country Club Trust first reported a position in State Street SPDR S&P Insurance ETF in Q4 2013 and held it in 1 quarter.
  • Country Club Trust's State Street SPDR S&P Insurance ETF position peaked at $215K in Q4 2013.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2014.

Based on Country Club Trust's 13F filing for Q1 2014, filed 9 Apr 2014.