EDRH
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Edmond de Rothschild Holding’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-1,200
Closed -$41K – 590
2019
Q2 		$41K Hold
1,200
– – ﹤0.01% 474
2019
Q1 		$37K Hold
1,200
– – ﹤0.01% 500
2018
Q4 		$34K Hold
1,200
– – ﹤0.01% 557
2018
Q3 		$38K Hold
1,200
– – ﹤0.01% 621
2018
Q2 		$36K Sell
1,200
-705,208
-100% -$21.7M ﹤0.01% 632
2018
Q1 		$21.9M Sell
706,408
-63,369
-8% -$1.97M 0.64% 45
2017
Q4 		$23.6M Buy
769,777
+740,305
+2,512% +$22.7M 0.68% 47
2017
Q3 		$884K Buy
+29,472
New +$879K 0.03% 291

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return