New England Investment & Retirement Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

New England Investment & Retirement 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
2020 Q2	–	Sell	-999	Closed	-$25K	–	153
2020 Q1	$25K	Buy	+999	New	+$32.6K	0.01%	112
2018 Q2	–	Sell	-6,460	Closed	-$200K	–	55
2018 Q1	$200K	Sell	6,460 -386,493	-98%	-$12M	0.11%	51
2017 Q4	$12.1M	Buy	392,953 +4,546	+1%	+$139K	6.35%	5
2017 Q3	$11.7M	Sell	388,407 -1,299	-0.3%	-$38.7K	6.47%	5
2017 Q2	$11.4M	Sell	389,706 -76,191	-16%	-$2.19M	6.6%	5
2017 Q1	$13.3M	Buy	465,897 +4,410	+1%	+$126K	7.37%	2
2016 Q4	$12.8M	Buy	461,487 +177,885	+63%	+$4.67M	6.99%	2
2016 Q3	$7M	Buy	+283,602	New	+$6.89M	3.84%	10

Other funds holding KIE

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Investment & Retirement Group's KIE Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2020, closing a stake of 999 shares — an estimated $25K sold.

New England Investment & Retirement Group first reported a position in KIE in Q3 2016 and held it in 8 quarters. The position peaked at $13.3M in Q1 2017. 86 funds tracked by Wall St. Rank hold KIE as of Q2 2020.

New England Investment & Retirement Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 999 State Street SPDR S&P Insurance ETF shares in Q2 2020, an estimated $25K.
New England Investment & Retirement Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2016 and held it in 8 quarters.
New England Investment & Retirement Group's State Street SPDR S&P Insurance ETF position peaked at $13.3M in Q1 2017.
86 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.