Fusion Family Wealth’s SPDR S&P International Energy Sector IPW Stock Holding History

Fusion Family Wealth’s Portfolio IPW Stock Details IPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,078	Closed	-$36K	–	325
2017 Q2	$36K	Hold	2,078	–	–	0.01%	138
2017 Q1	$38K	Hold	2,078	–	–	0.01%	131
2016 Q4	$39K	Buy	+2,078	New	+$37.3K	0.02%	139

Fusion Family Wealth's IPW Position: Q3 2017 in Review

Fusion Family Wealth sold out of SPDR S&P International Energy Sector (IPW) in Q3 2017, closing a stake of 2,078 shares — an estimated $36K sold.

Fusion Family Wealth first reported a position in IPW in Q4 2016 and held it in 3 quarters. The position peaked at $39K in Q4 2016. 0 funds tracked by Wall St. Rank hold IPW as of Q3 2017.

Fusion Family Wealth reported no remaining SPDR S&P International Energy Sector position as of Q3 2017 after selling out during the quarter.
Fusion Family Wealth sold 2,078 SPDR S&P International Energy Sector shares in Q3 2017, an estimated $36K.
Fusion Family Wealth first reported a position in SPDR S&P International Energy Sector in Q4 2016 and held it in 3 quarters.
Fusion Family Wealth's SPDR S&P International Energy Sector position peaked at $39K in Q4 2016.
0 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.