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Independent Portfolio Consultants’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Independent Portfolio Consultants’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
Q2 		$40K Buy
+1,350
New +$38.9K 0.02% 542
2015
Q2 		– Sell
-2,520
Closed -$56K – 955
2015
Q1 		$56K Buy
+2,520
New +$55.5K 0.01% 600

Other funds holding KIE

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return

Independent Portfolio Consultants's KIE Position: Q2 2017 in Review

Independent Portfolio Consultants opened a new position in State Street SPDR S&P Insurance ETF (KIE) in Q2 2017: 1,350 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #542 among its holdings. This is a return to the name: Independent Portfolio Consultants previously reported a position in KIE as recently as Q1 2015.

Independent Portfolio Consultants first reported a position in KIE in Q1 2015 and has held it in 2 quarters since. The position peaked at $56K in Q1 2015. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

  • Independent Portfolio Consultants held 1,350 shares of State Street SPDR S&P Insurance ETF worth $40K as of Q2 2017.
  • State Street SPDR S&P Insurance ETF was a new Independent Portfolio Consultants position in Q2 2017.
  • State Street SPDR S&P Insurance ETF made up 0.02% of Independent Portfolio Consultants's portfolio in Q2 2017, its #542 holding.
  • Independent Portfolio Consultants first reported a position in State Street SPDR S&P Insurance ETF in Q1 2015 and has held it in 2 quarters since.
  • Independent Portfolio Consultants's State Street SPDR S&P Insurance ETF position peaked at $56K in Q1 2015.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.