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Shepherd Financial Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Shepherd Financial 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
Q3 		– Sell
-11,286
Closed -$336K – 114
2017
Q2 		$336K Sell
11,286
-18,132
-62% -$522K 0.08% 90
2017
Q1 		$835K Sell
29,418
-1,452
-5% -$41.3K 0.22% 62
2016
Q4 		$856K Buy
+30,870
New +$810K 0.24% 61

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Shepherd Financial Partners's KIE Position: Q3 2017 in Review

Shepherd Financial Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2017, closing a stake of 11,286 shares — an estimated $336K sold.

Shepherd Financial Partners first reported a position in KIE in Q4 2016 and held it in 3 quarters. The position peaked at $856K in Q4 2016. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2017.

  • Shepherd Financial Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2017 after selling out during the quarter.
  • Shepherd Financial Partners sold 11,286 State Street SPDR S&P Insurance ETF shares in Q3 2017, an estimated $336K.
  • Shepherd Financial Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2016 and held it in 3 quarters.
  • Shepherd Financial Partners's State Street SPDR S&P Insurance ETF position peaked at $856K in Q4 2016.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2017.

Based on Shepherd Financial Partners's 13F filing for Q3 2017, filed 13 Nov 2017.