Fusion Investment Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$231K	Hold	4,361	–	–	0.62%	50
2015 Q3	$218K	Sell	4,361 -8,013	-65%	-$422K	0.52%	59
2015 Q2	$668K	Buy	12,374 +70	+0.6%	+$3.93K	0.52%	47
2015 Q1	$686K	Hold	12,304	–	–	0.55%	43
2014 Q4	$696K	Buy	12,304 +7,142	+138%	+$392K	0.59%	37
2014 Q3	$274K	Buy	5,162 +5,075	+5,833%	+$272K	0.24%	66
2014 Q2	$5K	Sell	87 -120	-58%	-$6.41K	﹤0.01%	202
2014 Q1	$11K	Hold	207	–	–	0.01%	183
2013 Q4	$11K	Buy	+207	New	+$10.2K	0.01%	203

Other funds holding XLI

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fusion Investment Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q4 2015 at 4,361 shares worth $231K. The position accounts for 0.62% of the portfolio, ranked #50.

Fusion Investment Group first reported a position in XLI in Q4 2013 and has held it in 9 quarters since. The position peaked at $696K in Q4 2014. 405 funds tracked by Wall St. Rank hold XLI as of Q4 2015.

Fusion Investment Group held 4,361 shares of State Street Industrial Select Sector SPDR ETF worth $231K as of Q4 2015.
Fusion Investment Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q4 2015.
State Street Industrial Select Sector SPDR ETF made up 0.62% of Fusion Investment Group's portfolio in Q4 2015, its #50 holding.
Fusion Investment Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's State Street Industrial Select Sector SPDR ETF position peaked at $696K in Q4 2014.
405 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2015.

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