SEI Investments’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

SEI Investments’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	-374	Closed	-$11K	–	3004
2018 Q2	$11K	Sell	374 -28	-7%	-$860	﹤0.01%	2971
2018 Q1	$13K	Buy	402 +312	+347%	+$9.69K	﹤0.01%	2792
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	3049
2017 Q3	$3K	Buy	90 +72	+400%	+$2.15K	﹤0.01%	2927
2017 Q2	$1K	Hold	18	–	–	﹤0.01%	2947
2017 Q1	$1K	Buy	+18	New	+$512	﹤0.01%	2808

Other funds holding KIE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

TFA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

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

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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

SEI Investments's KIE Position: Q3 2018 in Review

SEI Investments sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2018, closing a stake of 374 shares — an estimated $11K sold.

SEI Investments first reported a position in KIE in Q1 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2018. 93 funds tracked by Wall St. Rank hold KIE as of Q3 2018.

SEI Investments reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 374 State Street SPDR S&P Insurance ETF shares in Q3 2018, an estimated $11K.
SEI Investments first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 6 quarters.
SEI Investments's State Street SPDR S&P Insurance ETF position peaked at $13K in Q1 2018.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.