Evercore Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Evercore Wealth Management’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
2015 Q4	–	Sell	-1,812	Closed	-$41K	–	1043
2015 Q3	$41K	Buy	+1,812	New	+$42.1K	﹤0.01%	616

Other funds holding KIE

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

FMI

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

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

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evercore Wealth Management's KIE Position: Q4 2015 in Review

Evercore Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2015, closing a stake of 1,812 shares — an estimated $41K sold.

Evercore Wealth Management first reported a position in KIE in Q3 2015 and held it in 1 quarter. The position peaked at $41K in Q3 2015. 76 funds tracked by Wall St. Rank hold KIE as of Q4 2015.

Evercore Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,812 State Street SPDR S&P Insurance ETF shares in Q4 2015, an estimated $41K.
Evercore Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q3 2015 and held it in 1 quarter.
Evercore Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $41K in Q3 2015.
76 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.