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Element Pointe Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Element Pointe Advisors’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
2020
Q1 		– Sell
-46,435
Closed -$1.65M – 92
2019
Q4 		$1.65M Sell
46,435
-540
-1% -$18.9K 0.86% 19
2019
Q3 		$1.66M Buy
46,975
+1,282
+3% +$44.2K 0.96% 16
2019
Q2 		$1.55M Hold
45,693
– – 0.87% 19
2019
Q1 		$1.41M Hold
45,693
– – 0.84% 20
2018
Q4 		$1.3M Buy
+45,693
New +$1.37M 0.82% 21

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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return