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Global Financial Private Capital’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Global Financial Private Capital’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
Q1 		– Sell
-9,744
Closed -$299K – 541
2017
Q4 		$299K Buy
+9,744
New +$299K 0.01% 430

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return

Global Financial Private Capital's KIE Position: Q1 2018 in Review

Global Financial Private Capital sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2018, closing a stake of 9,744 shares — an estimated $299K sold.

Global Financial Private Capital first reported a position in KIE in Q4 2017 and held it in 1 quarter. The position peaked at $299K in Q4 2017. 102 funds tracked by Wall St. Rank hold KIE as of Q1 2018.

  • Global Financial Private Capital reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 9,744 State Street SPDR S&P Insurance ETF shares in Q1 2018, an estimated $299K.
  • Global Financial Private Capital first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 1 quarter.
  • Global Financial Private Capital's State Street SPDR S&P Insurance ETF position peaked at $299K in Q4 2017.
  • 102 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.