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Pacific Financial Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Pacific Financial 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
2015
Q4 		$3K Sell
135
-28,329
-100% -$668K 0.01% 60
2015
Q3 		$641K Buy
+28,464
New +$661K 0.84% 30

Other funds holding KIE

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pacific Financial Group's KIE Position: Q4 2015 in Review

Pacific Financial Group reduced its State Street SPDR S&P Insurance ETF (KIE) stake by 100% in Q4 2015, selling an estimated $668K and leaving 135 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #60.

Pacific Financial Group first reported a position in KIE in Q3 2015 and has held it in 2 quarters since. The position peaked at $641K in Q3 2015. 76 funds tracked by Wall St. Rank hold KIE as of Q4 2015.

  • Pacific Financial Group held 135 shares of State Street SPDR S&P Insurance ETF worth $3K as of Q4 2015.
  • Pacific Financial Group sold 28,329 State Street SPDR S&P Insurance ETF shares in Q4 2015, an estimated $668K.
  • State Street SPDR S&P Insurance ETF made up 0.01% of Pacific Financial Group's portfolio in Q4 2015, its #60 holding.
  • Pacific Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2015 and has held it in 2 quarters since.
  • Pacific Financial Group's State Street SPDR S&P Insurance ETF position peaked at $641K in Q3 2015.
  • 76 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2015.

Based on Pacific Financial Group's 13F filing for Q4 2015, filed 22 Jan 2016.