Shelton Capital Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Shelton Capital 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 Q2	–	Sell	-7,050	Closed	-$219K	–	872
2018 Q1	$219K	Sell	7,050 -1,800	-20%	-$55.9K	0.01%	729
2017 Q4	$272K	Buy	8,850 +1,950	+28%	+$59.8K	0.02%	637
2017 Q3	$207K	Hold	6,900	–	–	0.01%	781
2017 Q2	$203K	Buy	+6,900	New	+$199K	0.01%	807

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 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

Cavalier Investments Alpharetta, Georgia $2.41B AUM 38.24% 1-Year Est. Return

Shelton Capital Management's KIE Position: Q2 2018 in Review

Shelton Capital Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2018, closing a stake of 7,050 shares — an estimated $219K sold.

Shelton Capital Management first reported a position in KIE in Q2 2017 and held it in 4 quarters. The position peaked at $272K in Q4 2017. 92 funds tracked by Wall St. Rank hold KIE as of Q2 2018.

Shelton Capital Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2018 after selling out during the quarter.
Shelton Capital Management sold 7,050 State Street SPDR S&P Insurance ETF shares in Q2 2018, an estimated $219K.
Shelton Capital Management first reported a position in State Street SPDR S&P Insurance ETF in Q2 2017 and held it in 4 quarters.
Shelton Capital Management's State Street SPDR S&P Insurance ETF position peaked at $272K in Q4 2017.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2018.

Based on Shelton Capital Management's 13F filing for Q2 2018, filed 10 Aug 2018.