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VSR Financial Services’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

VSR Financial Services’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
-28,419
Closed -$656K – 553
2016
Q1 		$656K Hold
28,419
– – 0.07% 283
2015
Q4 		$658K Sell
28,419
-564
-2% -$13.3K 0.07% 270
2015
Q3 		$652K Hold
28,983
– – 0.07% 264
2015
Q2 		$658K Sell
28,983
-180
-0.6% -$4.1K 0.07% 291
2015
Q1 		$652K Sell
29,163
-2,769
-9% -$60.9K 0.07% 293
2014
Q4 		$710K Sell
31,932
-3,828
-11% -$82.9K 0.08% 266
2014
Q3 		$750K Sell
35,760
-525
-1% -$11.1K 0.09% 251
2014
Q2 		$776K Sell
36,285
-3,432
-9% -$71.8K 0.1% 244
2014
Q1 		$824K Sell
39,717
-19,653
-33% -$398K 0.12% 222
2013
Q4 		$1.25M Buy
59,370
+1,245
+2% +$25.1K 0.19% 134
2013
Q3 		$1.1M Buy
58,125
+6,903
+13% +$129K 0.19% 130
2013
Q2 		$922K Buy
+51,222
New +$908K 0.18% 138

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VSR Financial Services's KIE Position: Q2 2016 in Review

VSR Financial Services sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2016, closing a stake of 28,419 shares — an estimated $656K sold.

VSR Financial Services first reported a position in KIE in Q2 2013 and held it in 12 quarters. The position peaked at $1.25M in Q4 2013. 60 funds tracked by Wall St. Rank hold KIE as of Q2 2016.

  • VSR Financial Services reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2016 after selling out during the quarter.
  • VSR Financial Services sold 28,419 State Street SPDR S&P Insurance ETF shares in Q2 2016, an estimated $656K.
  • VSR Financial Services first reported a position in State Street SPDR S&P Insurance ETF in Q2 2013 and held it in 12 quarters.
  • VSR Financial Services's State Street SPDR S&P Insurance ETF position peaked at $1.25M in Q4 2013.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2016.

Based on VSR Financial Services's 13F filing for Q2 2016, filed 11 Aug 2016.