Leonard Rickey Investment Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Leonard Rickey Investment Advisors’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 Q4	–	Sell	-7,063	Closed	-$249K	–	85
2019 Q3	$249K	Sell	7,063 -370	-5%	-$12.7K	0.17%	60
2019 Q2	$253K	Buy	+7,433	New	+$245K	0.17%	61

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TFA

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Leonard Rickey Investment Advisors's KIE Position: Q4 2019 in Review

Leonard Rickey Investment Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 7,063 shares — an estimated $249K sold.

Leonard Rickey Investment Advisors first reported a position in KIE in Q2 2019 and held it in 2 quarters. The position peaked at $253K in Q2 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

Leonard Rickey Investment Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 7,063 State Street SPDR S&P Insurance ETF shares in Q4 2019, an estimated $249K.
Leonard Rickey Investment Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 2 quarters.
Leonard Rickey Investment Advisors's State Street SPDR S&P Insurance ETF position peaked at $253K in Q2 2019.
115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Leonard Rickey Investment Advisors's 13F filing for Q4 2019, filed 7 Jan 2020.