Fusion Investment Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$238K	Sell	11,096 -152	-1%	-$3.27K	0.64%	48
2015 Q3	$222K	Sell	11,248 -25,172	-69%	-$518K	0.52%	58
2015 Q2	$832K	Sell	36,420 -3,676	-9%	-$78.5K	0.64%	35
2015 Q1	$830K	Sell	40,096 -80	-0.2%	-$1.67K	0.66%	32
2014 Q4	$830K	Buy	+40,176	New	+$815K	0.7%	30

Other funds holding XLK

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3B AUM 15.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Fusion Investment Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.4% in Q4 2015, selling an estimated $3.27K and leaving 11,096 shares worth $238K. The position accounts for 0.64% of the portfolio, ranked #48.

Fusion Investment Group first reported a position in XLK in Q4 2014 and has held it in 5 quarters since. The position peaked at $832K in Q2 2015. 595 funds tracked by Wall St. Rank hold XLK as of Q4 2015.

Fusion Investment Group held 11,096 shares of State Street Technology Select Sector SPDR ETF worth $238K as of Q4 2015.
Fusion Investment Group sold 152 State Street Technology Select Sector SPDR ETF shares in Q4 2015, an estimated $3.27K.
State Street Technology Select Sector SPDR ETF made up 0.64% of Fusion Investment Group's portfolio in Q4 2015, its #48 holding.
Fusion Investment Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2014 and has held it in 5 quarters since.
Fusion Investment Group's State Street Technology Select Sector SPDR ETF position peaked at $832K in Q2 2015.
595 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2015.

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