Woodmont Investment Counsel’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-678	Closed	-$17K	–	422
2016 Q3	$17K	Buy	+678	New	+$16.5K	﹤0.01%	386
2016 Q2	–	Sell	-678	Closed	-$16K	–	334
2016 Q1	$16K	Hold	678	–	–	﹤0.01%	365
2015 Q4	$16K	Hold	678	–	–	﹤0.01%	371
2015 Q3	$15K	Hold	678	–	–	﹤0.01%	378
2015 Q2	$15K	Buy	+678	New	+$15.4K	﹤0.01%	382

Other funds holding KIE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FMI

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Woodmont Investment Counsel's KIE Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of State Street SPDR S&P Insurance ETF (KIE) in Q4 2016, closing a stake of 678 shares — an estimated $17K sold.

Woodmont Investment Counsel first reported a position in KIE in Q2 2015 and held it in 5 quarters. The position peaked at $17K in Q3 2016. 77 funds tracked by Wall St. Rank hold KIE as of Q4 2016.

Woodmont Investment Counsel reported no remaining State Street SPDR S&P Insurance ETF position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 678 State Street SPDR S&P Insurance ETF shares in Q4 2016, an estimated $17K.
Woodmont Investment Counsel first reported a position in State Street SPDR S&P Insurance ETF in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's State Street SPDR S&P Insurance ETF position peaked at $17K in Q3 2016.
77 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.