Farmers & Merchants Investments Inc’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Farmers & Merchants Investments Inc’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
2018 Q4	–	Sell	-100	Closed	-$3K	–	824
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	795
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	795
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	775
2017 Q4	$3K	Buy	+100	New	+$3.07K	﹤0.01%	792
2016 Q2	–	Sell	-225	Closed	-$5K	–	733
2016 Q1	$5K	Hold	225	–	–	﹤0.01%	581
2015 Q4	$5K	Buy	+225	New	+$5.3K	﹤0.01%	571

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Farmers & Merchants Investments Inc's KIE Position: Q4 2018 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Farmers & Merchants Investments Inc first reported a position in KIE in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q1 2016. 104 funds tracked by Wall St. Rank hold KIE as of Q4 2018.

Farmers & Merchants Investments Inc reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2018 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 100 State Street SPDR S&P Insurance ETF shares in Q4 2018, an estimated $3K.
Farmers & Merchants Investments Inc first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and held it in 6 quarters.
Farmers & Merchants Investments Inc's State Street SPDR S&P Insurance ETF position peaked at $5K in Q1 2016.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2018.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2018, filed 24 Jan 2019.