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	–	1196
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 $1.55T AUM 33.47% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

TFA

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

Winslow Evans & Crocker's KIE Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of State Street SPDR S&P Insurance ETF (KIE) in Q3 2017, closing a stake of 39 shares — an estimated $1.15K sold.

Winslow Evans & Crocker first reported a position in KIE in Q4 2013 and held it in 15 quarters. The position peaked at $1.15K in Q2 2017. 94 funds tracked by Wall St. Rank hold KIE as of Q3 2017.

Winslow Evans & Crocker reported no remaining State Street SPDR S&P Insurance ETF position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 39 State Street SPDR S&P Insurance ETF shares in Q3 2017, an estimated $1.15K.
Winslow Evans & Crocker first reported a position in State Street SPDR S&P Insurance ETF in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's State Street SPDR S&P Insurance ETF position peaked at $1.15K in Q2 2017.
94 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.