Hefty Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Hefty Wealth Partners’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
2017 Q3	–	Sell	-2,304	Closed	-$67K	–	260
2017 Q2	$67K	Buy	+2,304	New	+$66.3K	0.05%	111
2016 Q2	–	Sell	-2,007	Closed	-$46K	–	227
2016 Q1	$46K	Buy	+2,007	New	+$44.1K	0.04%	108

Other funds holding KIE

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

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

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TFA

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

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Hefty Wealth Partners's KIE Position: Q3 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2017, closing a stake of 2,304 shares — an estimated $67K sold.

Hefty Wealth Partners first reported a position in KIE in Q1 2016 and held it in 2 quarters. The position peaked at $67K in Q2 2017. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2017.

Hefty Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2017 after selling out during the quarter.
Hefty Wealth Partners sold 2,304 State Street SPDR S&P Insurance ETF shares in Q3 2017, an estimated $67K.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2016 and held it in 2 quarters.
Hefty Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $67K in Q2 2017.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2017.

Based on Hefty Wealth Partners's 13F filing for Q3 2017, filed 2 Oct 2017.