Ropes Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Ropes Wealth Advisors’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 Q3	–	Sell	-64	Closed	-$2K	–	573
2019 Q2	$2K	Buy	+64	New	+$2.11K	﹤0.01%	543
2018 Q1	–	Sell	-3,000	Closed	-$92K	–	676
2017 Q4	$92K	Buy	+3,000	New	+$92K	0.02%	288

Other funds holding KIE

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ropes Wealth Advisors's KIE Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2019, closing a stake of 64 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in KIE in Q4 2017 and held it in 2 quarters. The position peaked at $92K in Q4 2017. 106 funds tracked by Wall St. Rank hold KIE as of Q3 2019.

Ropes Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 64 State Street SPDR S&P Insurance ETF shares in Q3 2019, an estimated $2K.
Ropes Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 2 quarters.
Ropes Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $92K in Q4 2017.
106 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.