Trust Company of Vermont’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Trust Company of Vermont’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
2020 Q1	–	Sell	-100	Closed	-$4K	–	916
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	809
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	847
2019 Q2	$3K	Buy	+100	New	+$3.29K	﹤0.01%	902

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trust Company of Vermont's KIE Position: Q1 2020 in Review

Trust Company of Vermont sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in KIE in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 96 funds tracked by Wall St. Rank hold KIE as of Q1 2020.

Trust Company of Vermont reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2020 after selling out during the quarter.
Trust Company of Vermont sold 100 State Street SPDR S&P Insurance ETF shares in Q1 2020, an estimated $4K.
Trust Company of Vermont first reported a position in State Street SPDR S&P Insurance ETF in Q2 2019 and held it in 3 quarters.
Trust Company of Vermont's State Street SPDR S&P Insurance ETF position peaked at $4K in Q4 2019.
96 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2020.

Based on Trust Company of Vermont's 13F filing for Q1 2020, filed 24 Apr 2020.