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

MinichMacGregor 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 Q2	–	Sell	-6	Closed	–	–	504
2017 Q1	$0	Buy	6 +3	+100%	+$85	﹤0.01%	482
2016 Q4	$0	Buy	+3	New	+$79	﹤0.01%	480

Other funds holding KIE

Bank of America

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

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Rothschild Capital Partners New York $406M AUM 25.87% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Howe & Rusling Rochester, New York $1.53B AUM 21.45% 1-Year Est. Return