HCR Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-1,325	Closed	-$44K	–	230
2020 Q4	$44K	Hold	1,325	–	–	0.01%	209
2020 Q3	$37K	Hold	1,325	–	–	0.01%	188
2020 Q2	$36K	Hold	1,325	–	–	0.01%	185
2020 Q1	$33K	Sell	1,325 -39,108	-97%	-$1.28M	0.01%	182
2019 Q4	$1.43M	Buy	40,433 +725	+2%	+$25.3K	0.35%	53
2019 Q3	$1.4M	Sell	39,708 -1,845	-4%	-$63.6K	0.46%	49
2019 Q2	$1.41M	Buy	41,553 +290	+0.7%	+$9.55K	0.4%	49
2019 Q1	$1.27M	Sell	41,263 -6,705	-14%	-$205K	0.37%	55
2018 Q4	$1.36M	Sell	47,968 -2,500	-5%	-$75.2K	0.44%	50
2018 Q3	$1.51M	Buy	50,468 +250	+0.5%	+$7.89K	0.49%	50
2018 Q2	$1.5M	Hold	50,218	–	–	0.49%	49
2018 Q1	$1.56M	Buy	50,218 +50	+0.1%	+$1.55K	0.54%	43
2017 Q4	$1.54M	Sell	50,168 -550	-1%	-$16.9K	0.54%	45
2017 Q3	$1.52M	Hold	50,718	–	–	0.64%	39
2017 Q2	$1.49M	Buy	50,718 +2,385	+5%	+$68.6K	0.74%	32
2017 Q1	$1.39M	Buy	48,333 +25,125	+108%	+$715K	0.71%	34
2016 Q4	$642K	Buy	+23,208	New	+$609K	0.34%	68

Other funds holding KIE

FMI

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCR Wealth Advisors's KIE Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 1,325 shares — an estimated $44K sold.

HCR Wealth Advisors first reported a position in KIE in Q4 2016 and held it in 17 quarters. The position peaked at $1.56M in Q1 2018. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 1,325 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $44K.
HCR Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 17 quarters.
HCR Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $1.56M in Q1 2018.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.