Valley National Advisers’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Valley National Advisers’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
2017 Q3	–	Sell	-765	Closed	-$22K	–	683
2017 Q2	$22K	Hold	765	–	–	0.01%	318
2017 Q1	$22K	Hold	765	–	–	0.01%	319
2016 Q4	$21K	Buy	+765	New	+$20.1K	0.01%	322

Other funds holding KIE

Bank of America

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

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

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

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

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