HM Payson & Co’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

HM Payson & Co’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 Q2	–	Sell	-34	Closed	-$1K	–	895
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	881
2019 Q4	$1K	Buy	+34	New	+$1.19K	﹤0.01%	904

Other funds holding KIE

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KCM

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HM Payson & Co's KIE Position: Q2 2020 in Review

HM Payson & Co sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 34 shares — an estimated $1K sold.

HM Payson & Co first reported a position in KIE in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

HM Payson & Co reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
HM Payson & Co sold 34 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $1K.
HM Payson & Co first reported a position in State Street SPDR S&P Insurance ETF in Q4 2019 and held it in 2 quarters.
HM Payson & Co's State Street SPDR S&P Insurance ETF position peaked at $1K in Q1 2020.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on HM Payson & Co's 13F filing for Q2 2020, filed 13 Aug 2020.