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

WFG 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 		$78K Buy
2,655
+564
+27% +$16.2K 0.02% 588
2017
Q1 		$60K Buy
+2,091
New +$59.5K 0.02% 617
2016
Q2 		– Sell
-921
Closed -$21K – 1634
2016
Q1 		$21K Hold
921
– – 0.01% 877
2015
Q4 		$21K Buy
+921
New +$21.7K 0.01% 882

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

WFG Advisors's KIE Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR S&P Insurance ETF (KIE) stake by 27% in Q2 2017, buying an estimated $16.2K and bringing the position to 2,655 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #588.

WFG Advisors first reported a position in KIE in Q4 2015 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold KIE as of Q2 2017.

  • WFG Advisors held 2,655 shares of State Street SPDR S&P Insurance ETF worth $78K as of Q2 2017.
  • WFG Advisors bought 564 State Street SPDR S&P Insurance ETF shares in Q2 2017, an estimated $16.2K.
  • State Street SPDR S&P Insurance ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #588 holding.
  • WFG Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2015 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.