MOTCO’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

MOTCO’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
2018 Q4	–	Sell	-174	Closed	-$6K	–	583
2018 Q3	$6K	Buy	+174	New	+$5.49K	﹤0.01%	519
2016 Q3	–	Sell	-606	Closed	-$14K	–	670
2016 Q2	$14K	Buy	+606	New	+$14.2K	﹤0.01%	383
2015 Q1	–	Sell	-2,820	Closed	-$63K	–	593
2014 Q4	$63K	Buy	+2,820	New	+$61.1K	0.01%	276

Other funds holding KIE

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

MOTCO's KIE Position: Q4 2018 in Review

MOTCO sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2018, closing a stake of 174 shares — an estimated $6K sold.

MOTCO first reported a position in KIE in Q4 2014 and held it in 3 quarters. The position peaked at $63K in Q4 2014. 104 funds tracked by Wall St. Rank hold KIE as of Q4 2018.

MOTCO reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2018 after selling out during the quarter.
MOTCO sold 174 State Street SPDR S&P Insurance ETF shares in Q4 2018, an estimated $6K.
MOTCO first reported a position in State Street SPDR S&P Insurance ETF in Q4 2014 and held it in 3 quarters.
MOTCO's State Street SPDR S&P Insurance ETF position peaked at $63K in Q4 2014.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2018.

Based on MOTCO's 13F filing for Q4 2018, filed 8 Feb 2019.