Fusion Investment Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-4,845	Closed	-$229K	–	156
2015 Q3	$229K	Sell	4,845 -17,380	-78%	-$845K	0.54%	56
2015 Q2	$1.06M	Buy	22,225 +5,751	+35%	+$281K	0.82%	22
2015 Q1	$802K	Hold	16,474	–	–	0.64%	35
2014 Q4	$798K	Sell	16,474 -16,979	-51%	-$804K	0.67%	31
2014 Q3	$1.51M	Buy	33,453 +21,759	+186%	+$976K	1.31%	12
2014 Q2	$522K	Buy	+11,694	New	+$517K	0.45%	44

Other funds holding XLP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SGI

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

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

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

Fusion Investment Group sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q4 2015, closing a stake of 4,845 shares — an estimated $229K sold.

Fusion Investment Group first reported a position in XLP in Q2 2014 and held it in 6 quarters. The position peaked at $1.51M in Q3 2014. 452 funds tracked by Wall St. Rank hold XLP as of Q4 2015.

Fusion Investment Group reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 4,845 State Street Consumer Staples Select Sector SPDR ETF shares in Q4 2015, an estimated $229K.
Fusion Investment Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2014 and held it in 6 quarters.
Fusion Investment Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.51M in Q3 2014.
452 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q4 2015.

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