Stratos Wealth Partners’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Stratos Wealth 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
2018 Q4	–	Sell	-905	Closed	-$29K	–	1713
2018 Q3	$29K	Buy	+905	New	+$28.6K	﹤0.01%	1699
2018 Q2	–	Sell	-1,422	Closed	-$44K	–	1835
2018 Q1	$44K	Sell	1,422 -1,400	-50%	-$43.5K	﹤0.01%	1643
2017 Q4	$87K	Buy	+2,822	New	+$86.6K	﹤0.01%	1251

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

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

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

TFA

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

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

TPWA

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

Stratos Wealth Partners's KIE Position: Q4 2018 in Review

Stratos Wealth Partners sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2018, closing a stake of 905 shares — an estimated $29K sold.

Stratos Wealth Partners first reported a position in KIE in Q4 2017 and held it in 3 quarters. The position peaked at $87K in Q4 2017. 104 funds tracked by Wall St. Rank hold KIE as of Q4 2018.

Stratos Wealth Partners reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 905 State Street SPDR S&P Insurance ETF shares in Q4 2018, an estimated $29K.
Stratos Wealth Partners first reported a position in State Street SPDR S&P Insurance ETF in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's State Street SPDR S&P Insurance ETF position peaked at $87K in Q4 2017.
104 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.