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

Rothschild 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
2017
Q4 		– Sell
-102,159
Closed -$3.06M – 52
2017
Q3 		$3.06M Sell
102,159
-157,236
-61% -$4.69M 1.32% 29
2017
Q2 		$7.61M Buy
+259,395
New +$7.47M 2.89% 12

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

Rothschild Capital Partners's KIE Position: Q4 2017 in Review

Rothschild Capital Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2017, closing a stake of 102,159 shares — an estimated $3.06M sold.

Rothschild Capital Partners first reported a position in KIE in Q2 2017 and held it in 2 quarters. The position peaked at $7.61M in Q2 2017. 95 funds tracked by Wall St. Rank hold KIE as of Q4 2017.

  • Rothschild Capital Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2017 after selling out during the quarter.
  • Rothschild Capital Partners sold 102,159 State Street SPDR S&P Insurance ETF shares in Q4 2017, an estimated $3.06M.
  • Rothschild Capital Partners first reported a position in State Street SPDR S&P Insurance ETF in Q2 2017 and held it in 2 quarters.
  • Rothschild Capital Partners's State Street SPDR S&P Insurance ETF position peaked at $7.61M in Q2 2017.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2017.

Based on Rothschild Capital Partners's 13F filing for Q4 2017, filed 31 Jan 2018.