Lenox Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Lenox Wealth Management’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 Q4	–	Sell	-477	Closed	-$14K	–	495
2017 Q3	$14K	Hold	477	–	–	﹤0.01%	352
2017 Q2	$14K	Buy	+477	New	+$13.7K	0.01%	341

Other funds holding KIE

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

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

TFA

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

Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

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

Lenox Wealth Management's KIE Position: Q4 2017 in Review

Lenox Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2017, closing a stake of 477 shares — an estimated $14K sold.

Lenox Wealth Management first reported a position in KIE in Q2 2017 and held it in 2 quarters. The position peaked at $14K in Q3 2017. 95 funds tracked by Wall St. Rank hold KIE as of Q4 2017.

Lenox Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 477 State Street SPDR S&P Insurance ETF shares in Q4 2017, an estimated $14K.
Lenox Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2017 and held it in 2 quarters.
Lenox Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $14K in Q3 2017.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.