Fusion Investment Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-20,371	Closed	-$405K	–	155
2015 Q3	$405K	Sell	20,371 -65,781	-76%	-$1.39M	0.96%	37
2015 Q2	$1.84M	Buy	86,152 +873	+1%	+$18.8K	1.43%	11
2015 Q1	$1.8M	Buy	85,279 +9,150	+12%	+$194K	1.44%	11
2014 Q4	$1.65M	Buy	76,129 +59,221	+350%	+$1.24M	1.4%	12
2014 Q3	$344K	Buy	16,908 +2,208	+15%	+$44.6K	0.3%	50
2014 Q2	$293K	Buy	14,700 +6,391	+77%	+$125K	0.25%	72
2014 Q1	$161K	Sell	8,309 -788	-9%	-$15K	0.16%	83
2013 Q4	$175K	Buy	+9,097	New	+$167K	0.13%	125

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Fusion Investment Group's XLF Position: Q4 2015 in Review

Fusion Investment Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2015, closing a stake of 20,371 shares — an estimated $405K sold.

Fusion Investment Group first reported a position in XLF in Q4 2013 and held it in 8 quarters. The position peaked at $1.84M in Q2 2015. 641 funds tracked by Wall St. Rank hold XLF as of Q4 2015.

Fusion Investment Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 20,371 State Street Financial Select Sector SPDR ETF shares in Q4 2015, an estimated $405K.
Fusion Investment Group first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and held it in 8 quarters.
Fusion Investment Group's State Street Financial Select Sector SPDR ETF position peaked at $1.84M in Q2 2015.
641 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.