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

Piershale 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
2016 Q3	–	Sell	-1,062	Closed	-$25K	–	163
2016 Q2	$25K	Buy	1,062 +3	+0.3%	+$70	0.02%	53
2016 Q1	$24K	Buy	1,059 +3	+0.3%	+$66	0.01%	51
2015 Q4	$24K	Buy	1,056 +6	+0.6%	+$141	0.01%	67
2015 Q3	$24K	Buy	+1,050	New	+$24.4K	0.02%	48

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Piershale Financial Group's KIE Position: Q3 2016 in Review

Piershale Financial Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2016, closing a stake of 1,062 shares — an estimated $25K sold.

Piershale Financial Group first reported a position in KIE in Q3 2015 and held it in 4 quarters. The position peaked at $25K in Q2 2016. 59 funds tracked by Wall St. Rank hold KIE as of Q3 2016.

Piershale Financial Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2016 after selling out during the quarter.
Piershale Financial Group sold 1,062 State Street SPDR S&P Insurance ETF shares in Q3 2016, an estimated $25K.
Piershale Financial Group first reported a position in State Street SPDR S&P Insurance ETF in Q3 2015 and held it in 4 quarters.
Piershale Financial Group's State Street SPDR S&P Insurance ETF position peaked at $25K in Q2 2016.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2016.

Based on Piershale Financial Group's 13F filing for Q3 2016, filed 18 Oct 2016.