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MidWestOne Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

MidWestOne Financial Group’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
Q3 		– Sell
-6,651
Closed -$226K – 234
2019
Q2 		$226K Buy
+6,651
New +$219K 0.06% 238

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MidWestOne Financial Group's KIE Position: Q3 2019 in Review

MidWestOne Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2019, closing a stake of 6,651 shares — an estimated $226K sold.

MidWestOne Financial Group first reported a position in KIE in Q2 2019 and held it in 1 quarter. The position peaked at $226K in Q2 2019. 106 funds tracked by Wall St. Rank hold KIE as of Q3 2019.

  • MidWestOne Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2019 after selling out during the quarter.
  • MidWestOne Financial Group sold 6,651 State Street SPDR S&P Insurance ETF shares in Q3 2019, an estimated $226K.
  • MidWestOne Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 1 quarter.
  • MidWestOne Financial Group's State Street SPDR S&P Insurance ETF position peaked at $226K in Q2 2019.
  • 106 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2019.

Based on MidWestOne Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.