KWMG LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-1,815	Closed	-$56K	–	291
2019 Q1	$56K	Hold	1,815	–	–	0.01%	166
2018 Q4	$51K	Buy	+1,815	New	+$54.6K	0.01%	169

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWMG LLC's KIE Position: Q2 2019 in Review

KWMG LLC sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2019, closing a stake of 1,815 shares — an estimated $56K sold.

KWMG LLC first reported a position in KIE in Q4 2018 and held it in 2 quarters. The position peaked at $56K in Q1 2019. 111 funds tracked by Wall St. Rank hold KIE as of Q2 2019.

KWMG LLC reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 1,815 State Street SPDR S&P Insurance ETF shares in Q2 2019, an estimated $56K.
KWMG LLC first reported a position in State Street SPDR S&P Insurance ETF in Q4 2018 and held it in 2 quarters.
KWMG LLC's State Street SPDR S&P Insurance ETF position peaked at $56K in Q1 2019.
111 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.