Royal Fund Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Royal Fund Management’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
2018 Q3	–	Sell	-11	Closed	–	–	594
2018 Q2	$0	Sell	11 -4	-27%	-$123	﹤0.01%	598
2018 Q1	$0	Buy	+15	New	+$466	﹤0.01%	614

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Fund Management's KIE Position: Q3 2018 in Review

Royal Fund Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2018, closing a stake of 11 shares.

Royal Fund Management first reported a position in KIE in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2018.

Royal Fund Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2018 after selling out during the quarter.
Royal Fund Management sold 11 State Street SPDR S&P Insurance ETF shares in Q3 2018.
Royal Fund Management first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 2 quarters.
Royal Fund Management's State Street SPDR S&P Insurance ETF position peaked at $0 in Q2 2018.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2018.

Based on Royal Fund Management's 13F filing for Q3 2018, filed 7 May 2020.