Braver Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Braver Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-22,970	Closed	-$475K	–	98
2014 Q4	$475K	Sell	22,970 -36,034	-61%	-$731K	0.1%	67
2014 Q3	$1.18M	Sell	59,004 -18,516	-24%	-$367K	0.35%	50
2014 Q2	$1.49M	Buy	+77,520	New	+$1.43M	0.38%	45
2013 Q3	–	Sell	-14,252	Closed	-$218K	–	80
2013 Q2	$218K	Buy	+14,252	New	+$221K	0.1%	63

Other funds holding XLK

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Braver Wealth Management's XLK Position: Q1 2015 in Review

Braver Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2015, closing a stake of 22,970 shares — an estimated $475K sold.

Braver Wealth Management first reported a position in XLK in Q2 2013 and held it in 4 quarters. The position peaked at $1.49M in Q2 2014. 519 funds tracked by Wall St. Rank hold XLK as of Q1 2015.

Braver Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2015 after selling out during the quarter.
Braver Wealth Management sold 22,970 State Street Technology Select Sector SPDR ETF shares in Q1 2015, an estimated $475K.
Braver Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Braver Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $1.49M in Q2 2014.
519 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2015.

Based on Braver Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.