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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 – – 499
2017
Q1 		$0 Buy
6
+3
+100% +$85 ﹤0.01% 479
2016
Q4 		$0 Buy
+3
New +$79 ﹤0.01% 477

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

MinichMacGregor Wealth Management's KIE Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2017, closing a stake of 6 shares.

MinichMacGregor Wealth Management first reported a position in KIE in Q4 2016 and held it in 2 quarters. The position peaked at $0 in Q1 2017. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 State Street SPDR S&P Insurance ETF shares in Q2 2017.
  • MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $0 in Q1 2017.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.