NES
KBWI

New England Securities’s POWERSHARES KBW INS PORT KBWI Stock Holding History

New England Securities’s Portfolio KBWI Stock Details KBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-260
Closed -$15K – 1782
2013
Q3 		$15K Sell
260
-160
-38% -$9.25K 0.01% 867
2013
Q2 		$23K Buy
+420
New +$22.4K 0.02% 648

Other funds holding KBWI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

New England Securities's KBWI Position: Q4 2013 in Review

New England Securities sold out of POWERSHARES KBW INS PORT (KBWI) in Q4 2013, closing a stake of 260 shares — an estimated $15K sold.

New England Securities first reported a position in KBWI in Q2 2013 and held it in 2 quarters. The position peaked at $23K in Q2 2013. 6 funds tracked by Wall St. Rank hold KBWI as of Q4 2013.

  • New England Securities reported no remaining POWERSHARES KBW INS PORT position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 260 POWERSHARES KBW INS PORT shares in Q4 2013, an estimated $15K.
  • New England Securities first reported a position in POWERSHARES KBW INS PORT in Q2 2013 and held it in 2 quarters.
  • New England Securities's POWERSHARES KBW INS PORT position peaked at $23K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held POWERSHARES KBW INS PORT as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.