GIM
KIE icon

Goelzer Investment Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Goelzer Investment 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
Q3 		– Sell
-9,675
Closed -$220K – 200
2015
Q2 		$220K Sell
9,675
-939
-9% -$21.4K 0.03% 192
2015
Q1 		$237K Sell
10,614
-3,792
-26% -$83.5K 0.04% 186
2014
Q4 		$320K Sell
14,406
-14,742
-51% -$319K 0.05% 176
2014
Q3 		$612K Buy
29,148
+612
+2% +$13K 0.1% 151
2014
Q2 		$610K Sell
28,536
-4,902
-15% -$103K 0.1% 150
2014
Q1 		$694K Buy
33,438
+657
+2% +$13.3K 0.12% 146
2013
Q4 		$689K Buy
32,781
+510
+2% +$10.3K 0.12% 146
2013
Q3 		$611K Sell
32,271
-32,391
-50% -$606K 0.12% 145
2013
Q2 		$1.16M Buy
+64,662
New +$1.15M 0.12% 144

Other funds holding KIE

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return