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

New England Securities’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
2014 Q4	$5K	Hold	225	–	–	﹤0.01%	1259
2014 Q3	$5K	Sell	225 -1,614	-88%	-$34.2K	﹤0.01%	1274
2014 Q2	$39K	Sell	1,839 -906	-33%	-$18.9K	0.01%	678
2014 Q1	$57K	Buy	2,745 +1,965	+252%	+$39.8K	0.02%	520
2013 Q4	$16K	Hold	780	–	–	0.01%	902
2013 Q3	$15K	Buy	780 +450	+136%	+$8.42K	0.01%	850
2013 Q2	$6K	Buy	+330	New	+$5.85K	﹤0.01%	1003

Other funds holding KIE

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

New England Securities's KIE Position: Q4 2014 in Review

New England Securities held its State Street SPDR S&P Insurance ETF (KIE) position steady in Q4 2014 at 225 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

New England Securities first reported a position in KIE in Q2 2013 and has held it in 7 quarters since. The position peaked at $57K in Q1 2014. 58 funds tracked by Wall St. Rank hold KIE as of Q4 2014.

New England Securities held 225 shares of State Street SPDR S&P Insurance ETF worth $5K as of Q4 2014.
New England Securities left its State Street SPDR S&P Insurance ETF share count unchanged in Q4 2014.
State Street SPDR S&P Insurance ETF made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1259 holding.
New England Securities first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and has held it in 7 quarters since.
New England Securities's State Street SPDR S&P Insurance ETF position peaked at $57K in Q1 2014.
58 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.