Fusion Investment Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Fusion Investment Group’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-570	Closed	-$21K	–	130
2014 Q3	$21K	Sell	570 -27	-5%	-$1.08K	0.02%	141
2014 Q2	$24K	Sell	597 -5,902	-91%	-$235K	0.02%	153
2014 Q1	$248K	Sell	6,499 -86	-1%	-$3.14K	0.25%	61
2013 Q4	$257K	Buy	+6,585	New	+$267K	0.19%	106

Other funds holding EDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fusion Investment Group's EDIV Position: Q4 2014 in Review

Fusion Investment Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2014, closing a stake of 570 shares — an estimated $21K sold.

Fusion Investment Group first reported a position in EDIV in Q4 2013 and held it in 4 quarters. The position peaked at $257K in Q4 2013. 69 funds tracked by Wall St. Rank hold EDIV as of Q4 2014.

Fusion Investment Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2014 after selling out during the quarter.
Fusion Investment Group sold 570 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2014, an estimated $21K.
Fusion Investment Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2013 and held it in 4 quarters.
Fusion Investment Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $257K in Q4 2013.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.