US Financial Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-2,175	Closed	-$50K	–	230
2016 Q1	$50K	Hold	2,175	–	–	0.09%	91
2015 Q4	$50K	Hold	2,175	–	–	0.05%	139
2015 Q3	$49K	Hold	2,175	–	–	0.08%	106
2015 Q2	$49K	Buy	+2,175	New	+$49.5K	0.05%	101

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TFA

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

US Financial Advisors's KIE Position: Q2 2016 in Review

US Financial Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2016, closing a stake of 2,175 shares — an estimated $50K sold.

US Financial Advisors first reported a position in KIE in Q2 2015 and held it in 4 quarters. The position peaked at $50K in Q1 2016. 60 funds tracked by Wall St. Rank hold KIE as of Q2 2016.

US Financial Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 2,175 State Street SPDR S&P Insurance ETF shares in Q2 2016, an estimated $50K.
US Financial Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q2 2015 and held it in 4 quarters.
US Financial Advisors's State Street SPDR S&P Insurance ETF position peaked at $50K in Q1 2016.
60 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.