Convergent Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Convergent Wealth Advisors’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 Q3	$6.95M	Buy	+351,660	New	+$7.24M	1.57%	13

Other funds holding XLK

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

Goldman Sachs New York $871B AUM 31.28% 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

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

SGI

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Convergent Wealth Advisors's XLK Position: Q3 2015 in Review

Convergent Wealth Advisors opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q3 2015: 351,660 shares worth $6.95M. The stake represents 1.57% of the portfolio and ranks #13 among its holdings.

513 funds tracked by Wall St. Rank hold XLK as of Q3 2015.

Convergent Wealth Advisors held 351,660 shares of State Street Technology Select Sector SPDR ETF worth $6.95M as of Q3 2015.
State Street Technology Select Sector SPDR ETF was a new Convergent Wealth Advisors position in Q3 2015.
State Street Technology Select Sector SPDR ETF made up 1.57% of Convergent Wealth Advisors's portfolio in Q3 2015, its #13 holding.
513 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2015.

Based on Convergent Wealth Advisors's 13F filing for Q3 2015, filed 16 Nov 2015.