FANJ
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Financial Architects (New Jersey)’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Financial Architects (New Jersey)’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
Q3 		– Sell
-196
Closed -$5K – 533
2020
Q2 		$5K Hold
196
– – ﹤0.01% 721
2020
Q1 		$5K Hold
196
– – ﹤0.01% 706
2019
Q4 		$7K Hold
196
– – ﹤0.01% 728
2019
Q3 		$7K Hold
196
– – ﹤0.01% 790
2019
Q2 		$7K Buy
+196
New +$6.45K ﹤0.01% 955
2018
Q1 		– Sell
-438
Closed -$13K – 1510
2017
Q4 		$13K Sell
438
-45
-9% -$1.38K ﹤0.01% 1073
2017
Q3 		$14K Sell
483
-171
-26% -$5.1K ﹤0.01% 1047
2017
Q2 		$19K Buy
654
+639
+4,260% +$18.4K ﹤0.01% 967
2017
Q1 		$0 Buy
+15
New +$427 ﹤0.01% 1599

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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return