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United Asset Strategies’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

United Asset Strategies’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
2013
Q4 		– Sell
-50,634
Closed -$958K – 90
2013
Q3 		$958K Sell
50,634
-54,336
-52% -$1.02M 0.61% 54
2013
Q2 		$1.89M Buy
+104,970
New +$1.86M 1.25% 30

Other funds holding KIE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Asset Strategies's KIE Position: Q4 2013 in Review

United Asset Strategies sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2013, closing a stake of 50,634 shares — an estimated $958K sold.

United Asset Strategies first reported a position in KIE in Q2 2013 and held it in 2 quarters. The position peaked at $1.89M in Q2 2013. 65 funds tracked by Wall St. Rank hold KIE as of Q4 2013.

  • United Asset Strategies reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2013 after selling out during the quarter.
  • United Asset Strategies sold 50,634 State Street SPDR S&P Insurance ETF shares in Q4 2013, an estimated $958K.
  • United Asset Strategies first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 2 quarters.
  • United Asset Strategies's State Street SPDR S&P Insurance ETF position peaked at $1.89M in Q2 2013.
  • 65 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2013.

Based on United Asset Strategies's 13F filing for Q4 2013, filed 27 Jan 2014.