Convergent Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Convergent Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$10.8M	Sell
2015 Q2	$17.1M	Buy
2015 Q1	$14.6M	Sell
2014 Q4	$14.7M	Sell
2014 Q3	$15.4M	Buy
2014 Q2	$14.7M	Buy
2014 Q1	$11.7M	Buy
2013 Q4	$9.35M	Sell
2013 Q3	$12.8M	Buy
2013 Q2	$8.46M	Buy