Sargent Bickham Lagudis’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Sargent Bickham Lagudis’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 Q1	–	Sell	-507	Closed	-$16K	–	786
2017 Q4	$16K	Sell	507 -3,750	-88%	-$115K	﹤0.01%	529
2017 Q3	$128K	Buy	4,257 +3,789	+810%	+$113K	0.02%	256
2017 Q2	$14K	Buy	+468	New	+$13.5K	﹤0.01%	531

Other funds holding KIE

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

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 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Sargent Bickham Lagudis's KIE Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2018, closing a stake of 507 shares — an estimated $16K sold.

Sargent Bickham Lagudis first reported a position in KIE in Q2 2017 and held it in 3 quarters. The position peaked at $128K in Q3 2017. 102 funds tracked by Wall St. Rank hold KIE as of Q1 2018.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 507 State Street SPDR S&P Insurance ETF shares in Q1 2018, an estimated $16K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Insurance ETF in Q2 2017 and held it in 3 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P Insurance ETF position peaked at $128K in Q3 2017.
102 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.