Ken Stern & Associates’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Ken Stern & Associates’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
2018 Q3	$471K	Buy	14,691 +1	+0%	+$32	0.21%	64
2018 Q2	$438K	Hold	14,690	–	–	0.2%	63
2018 Q1	$456K	Sell	14,690 -202	-1%	-$6.27K	0.2%	60
2017 Q4	$457K	Sell	14,892 -108	-0.7%	-$3.31K	0.2%	63
2017 Q3	$450K	Sell	15,000 -288	-2%	-$8.59K	0.2%	62
2017 Q2	$450K	Hold	15,288	–	–	0.21%	61
2017 Q1	$440K	Hold	15,288	–	–	0.21%	61
2016 Q4	$423K	Buy	+15,288	New	+$401K	0.22%	63

Other funds holding KIE

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

TFA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ken Stern & Associates's KIE Position: Q3 2018 in Review

Ken Stern & Associates increased its State Street SPDR S&P Insurance ETF (KIE) stake by 0.01% in Q3 2018, buying an estimated $32 and bringing the position to 14,691 shares worth $471K. The position accounts for 0.21% of the portfolio, ranked #64.

Ken Stern & Associates first reported a position in KIE in Q4 2016 and has held it in 8 quarters since. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2018.

Ken Stern & Associates held 14,691 shares of State Street SPDR S&P Insurance ETF worth $471K as of Q3 2018.
Ken Stern & Associates bought 1 State Street SPDR S&P Insurance ETF share in Q3 2018, an estimated $32.
State Street SPDR S&P Insurance ETF made up 0.21% of Ken Stern & Associates's portfolio in Q3 2018, its #64 holding.
Ken Stern & Associates first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and has held it in 8 quarters since.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.