Fusion Investment Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$1.03M	Buy	14,334 +27	+0.2%	+$1.91K	2.76%	8
2015 Q3	$948K	Sell	14,307 -10,137	-41%	-$741K	2.24%	9
2015 Q2	$1.89M	Buy	24,444 +8,313	+52%	+$616K	1.47%	10
2015 Q1	$1.17M	Buy	16,131 +3,717	+30%	+$265K	0.93%	18
2014 Q4	$848K	Buy	+12,414	New	+$831K	0.72%	25

Other funds holding XLV

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

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

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

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

Fusion Investment Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 0.19% in Q4 2015, buying an estimated $1.91K and bringing the position to 14,334 shares worth $1.03M. The position accounts for 2.76% of the portfolio, ranked #8.

Fusion Investment Group first reported a position in XLV in Q4 2014 and has held it in 5 quarters since. The position peaked at $1.89M in Q2 2015. 567 funds tracked by Wall St. Rank hold XLV as of Q4 2015.

Fusion Investment Group held 14,334 shares of State Street Health Care Select Sector SPDR ETF worth $1.03M as of Q4 2015.
Fusion Investment Group bought 27 State Street Health Care Select Sector SPDR ETF shares in Q4 2015, an estimated $1.91K.
State Street Health Care Select Sector SPDR ETF made up 2.76% of Fusion Investment Group's portfolio in Q4 2015, its #8 holding.
Fusion Investment Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2014 and has held it in 5 quarters since.
Fusion Investment Group's State Street Health Care Select Sector SPDR ETF position peaked at $1.89M in Q2 2015.
567 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q4 2015.

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