JG
KIE icon

Jefferies Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Jefferies Group’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
Q3 		– Sell
-30,000
Closed -$1.16M – 1895
2021
Q2 		$1.16M Buy
+30,000
New +$1.17M 0.02% 946
2020
Q1 		– Sell
-35,000
Closed -$1.24M – 2386
2019
Q4 		$1.24M Sell
35,000
-1,900
-5% -$66.4K 0.02% 1338
2019
Q3 		$1.3M Buy
+36,900
New +$1.27M 0.03% 1350
2019
Q1 		– Sell
-44,716
Closed -$1.27M – 2497
2018
Q4 		$1.27M Buy
+44,716
New +$1.34M 0.04% 1042
2016
Q4 		– Sell
-27,819
Closed -$687K – 2364
2016
Q3 		$687K Sell
27,819
-6,681
-19% -$162K 0.02% 1470
2016
Q2 		$818K Buy
+34,500
New +$811K 0.03% 1218

Other funds holding KIE

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
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return