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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-2,001	Closed	-$150K	–	182
2014 Q3	$150K	Buy	2,001 +1	+0.1%	+$76	0.13%	88
2014 Q2	$153K	Sell	2,000 -775	-28%	-$58.1K	0.13%	101
2014 Q1	$204K	Buy	2,775 +290	+12%	+$20.9K	0.21%	71
2013 Q4	$180K	Buy	+2,485	New	+$179K	0.13%	124

Other funds holding SDY

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

CNB

City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

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

Fusion Investment Group sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2014, closing a stake of 2,001 shares — an estimated $150K sold.

Fusion Investment Group first reported a position in SDY in Q4 2013 and held it in 4 quarters. The position peaked at $204K in Q1 2014. 440 funds tracked by Wall St. Rank hold SDY as of Q4 2014.

Fusion Investment Group reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2014 after selling out during the quarter.
Fusion Investment Group sold 2,001 State Street SPDR S&P Dividend ETF shares in Q4 2014, an estimated $150K.
Fusion Investment Group first reported a position in State Street SPDR S&P Dividend ETF in Q4 2013 and held it in 4 quarters.
Fusion Investment Group's State Street SPDR S&P Dividend ETF position peaked at $204K in Q1 2014.
440 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2014.

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