TrueWealth LLC’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

TrueWealth LLC’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	-252	Closed	-$8K	–	849
2018 Q1	$8K	Buy	+252	New	+$7.82K	﹤0.01%	493

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 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 $530B AUM 22.01% 1-Year Est. Return

TPWA

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

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

TrueWealth LLC's KIE Position: Q2 2018 in Review

TrueWealth LLC sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2018, closing a stake of 252 shares — an estimated $8K sold.

TrueWealth LLC first reported a position in KIE in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 93 funds tracked by Wall St. Rank hold KIE as of Q2 2018.

TrueWealth LLC reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2018 after selling out during the quarter.
TrueWealth LLC sold 252 State Street SPDR S&P Insurance ETF shares in Q2 2018, an estimated $8K.
TrueWealth LLC first reported a position in State Street SPDR S&P Insurance ETF in Q1 2018 and held it in 1 quarter.
TrueWealth LLC's State Street SPDR S&P Insurance ETF position peaked at $8K in Q1 2018.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2018.

Based on TrueWealth LLC's 13F filing for Q2 2018, filed 13 Jul 2018.