Pinnacle Advisory Group’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Pinnacle Advisory 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
2017 Q1	–	Sell	-20,652	Closed	-$571K	–	200
2016 Q4	$571K	Sell	20,652 -1,812	-8%	-$47.5K	0.04%	100
2016 Q3	$568K	Buy	22,464 +6	+0%	+$146	0.05%	63
2016 Q2	$532K	Sell	22,458 -786	-3%	-$18.5K	0.04%	64
2016 Q1	$536K	Sell	23,244 -9,618	-29%	-$211K	0.05%	55
2015 Q4	$761K	Hold	32,862	–	–	0.07%	43
2015 Q3	$739K	Buy	32,862 +20,652	+169%	+$479K	0.08%	40
2015 Q2	$277K	Sell	12,210 -23,097	-65%	-$526K	0.03%	79
2015 Q1	$789K	Sell	35,307 -5,220	-13%	-$115K	0.07%	59
2014 Q4	$900K	Sell	40,527 -405	-1%	-$8.77K	0.08%	57
2014 Q3	$859K	Sell	40,932 -6,966	-15%	-$148K	0.11%	40
2014 Q2	$1.02M	Sell	47,898 -9,396	-16%	-$196K	0.12%	41
2014 Q1	$1.18M	Sell	57,294 -1,814,922	-97%	-$36.8M	0.12%	38
2013 Q4	$39.4M	Sell	1,872,216 -99,135	-5%	-$2M	4.66%	6
2013 Q3	$37.3M	Sell	1,971,351 -413,481	-17%	-$7.74M	4.36%	8
2013 Q2	$42.9M	Buy	+2,384,832	New	+$42.3M	5.7%	8

Other funds holding KIE

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

NEIRG

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

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

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

Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Pinnacle Advisory Group's KIE Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2017, closing a stake of 20,652 shares — an estimated $571K sold.

Pinnacle Advisory Group first reported a position in KIE in Q2 2013 and held it in 15 quarters. The position peaked at $42.9M in Q2 2013. 95 funds tracked by Wall St. Rank hold KIE as of Q1 2017.

Pinnacle Advisory Group reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2017 after selling out during the quarter.
Pinnacle Advisory Group sold 20,652 State Street SPDR S&P Insurance ETF shares in Q1 2017, an estimated $571K.
Pinnacle Advisory Group first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 15 quarters.
Pinnacle Advisory Group's State Street SPDR S&P Insurance ETF position peaked at $42.9M in Q2 2013.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.