PO
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Private Ocean’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Private Ocean’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
Q4 		– Sell
-153
Closed -$5K – 429
2017
Q3 		$5K Buy
+153
New +$4.56K ﹤0.01% 173

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Private Ocean's KIE Position: Q4 2017 in Review

Private Ocean sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2017, closing a stake of 153 shares — an estimated $5K sold.

Private Ocean first reported a position in KIE in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 95 funds tracked by Wall St. Rank hold KIE as of Q4 2017.

  • Private Ocean reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2017 after selling out during the quarter.
  • Private Ocean sold 153 State Street SPDR S&P Insurance ETF shares in Q4 2017, an estimated $5K.
  • Private Ocean first reported a position in State Street SPDR S&P Insurance ETF in Q3 2017 and held it in 1 quarter.
  • Private Ocean's State Street SPDR S&P Insurance ETF position peaked at $5K in Q3 2017.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2017.

Based on Private Ocean's 13F filing for Q4 2017, filed 12 Feb 2018.