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

WESPAC 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
2017
Q2 		– Sell
-9,660
Closed -$277K – 135
2017
Q1 		$277K Buy
+9,660
New +$275K 0.32% 96

Other funds holding KIE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $467M AUM 31.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HR
Howe & Rusling Rochester, New York $1.72B AUM 25.63% 1-Year Est. Return

WESPAC Advisors's KIE Position: Q2 2017 in Review

WESPAC Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q2 2017, closing a stake of 9,660 shares — an estimated $277K sold.

WESPAC Advisors first reported a position in KIE in Q1 2017 and held it in 1 quarter. The position peaked at $277K in Q1 2017. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

  • WESPAC Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q2 2017 after selling out during the quarter.
  • WESPAC Advisors sold 9,660 State Street SPDR S&P Insurance ETF shares in Q2 2017, an estimated $277K.
  • WESPAC Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q1 2017 and held it in 1 quarter.
  • WESPAC Advisors's State Street SPDR S&P Insurance ETF position peaked at $277K in Q1 2017.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on WESPAC Advisors's 13F filing for Q2 2017, filed 10 Aug 2017.