Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WEC
Winslow Evans & Crocker’s
State Street SPDR S&P Insurance ETF
KIE
Stock Holding History
Winslow Evans & Crocker’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
-39
Closed
-$1.15K
–
1197
2017
Q2
$1.15K
Sell
39
-3
-7%
-$86
﹤0.01%
1206
2017
Q1
$1.12K
Hold
42
–
–
﹤0.01%
1180
2016
Q4
$1.08K
Hold
42
–
–
﹤0.01%
1185
2016
Q3
$964
Hold
42
–
–
﹤0.01%
1228
2016
Q2
$926
Buy
42
+3
+8%
+$70
﹤0.01%
1215
2016
Q1
$900
Sell
39
-3
-7%
-$66
﹤0.01%
1215
2015
Q4
$904
Hold
42
–
–
﹤0.01%
1294
2015
Q3
$878
Hold
42
–
–
﹤0.01%
1229
2015
Q2
$886
Hold
42
–
–
﹤0.01%
1246
2015
Q1
$874
Hold
42
–
–
﹤0.01%
1219
2014
Q4
$868
Hold
42
–
–
﹤0.01%
1240
2014
Q3
$820
Buy
42
+3
+8%
+$64
﹤0.01%
1334
2014
Q2
$834
Hold
39
–
–
﹤0.01%
1241
2014
Q1
$809
Hold
39
–
–
﹤0.01%
1232
2013
Q4
$1K
Buy
+39
New
+$785
﹤0.01%
1351
Other funds holding KIE
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
FMI
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
NEIRG
New England Investment & Retirement Group
North Andover, Massachusetts
$434M AUM
25.45%
1-Year Est. Return
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
TSS
Two Sigma Securities
New York
$861M AUM
21.33%
1-Year Est. Return
CA
Cumberland Advisors
Sarasota, Florida
$255M AUM
23.24%
1-Year Est. Return
TFA
Toth Financial Advisory
Leesburg, Virginia
$1.02B AUM
28.36%
1-Year Est. Return
TH
Timber Hill
Greenwich, Connecticut
$15.4M AUM
30.7%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close