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Mark Sheptoff Financial Planning’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Mark Sheptoff Financial Planning’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
-11
Closed – – 372
2019
Q3 		$0 Hold
11
– – ﹤0.01% 373
2019
Q2 		$0 Hold
11
– – ﹤0.01% 359
2019
Q1 		$0 Buy
+11
New +$337 ﹤0.01% 362

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JFM
Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Mark Sheptoff Financial Planning's KIE Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2019, closing a stake of 11 shares.

Mark Sheptoff Financial Planning first reported a position in KIE in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 115 funds tracked by Wall St. Rank hold KIE as of Q4 2019.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 11 State Street SPDR S&P Insurance ETF shares in Q4 2019.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's State Street SPDR S&P Insurance ETF position peaked at $0 in Q3 2019.
  • 115 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.