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Proficio Capital Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Proficio Capital Partners’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
2019
Q2 		– Sell
-197
Closed -$6K – 2012
2019
Q1 		$6K Buy
+197
New +$6.03K ﹤0.01% 1059

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Proficio Capital Partners's KIE Position: Q2 2019 in Review

Proficio Capital Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2019, closing a stake of 197 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in KIE in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 111 funds tracked by Wall St. Rank hold KIE as of Q2 2019.

  • Proficio Capital Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 197 State Street SPDR S&P Insurance ETF shares in Q2 2019, an estimated $6K.
  • Proficio Capital Partners first reported a position in State Street SPDR S&P Insurance ETF in Q1 2019 and held it in 1 quarter.
  • Proficio Capital Partners's State Street SPDR S&P Insurance ETF position peaked at $6K in Q1 2019.
  • 111 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2019.

Based on Proficio Capital Partners's 13F filing for Q2 2019, filed 13 Aug 2019.