Fusion Investment Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-12,178	Closed	-$465K	–	206
2015 Q2	$465K	Hold	12,178	–	–	0.36%	61
2015 Q1	$457K	Buy	12,178 +4,200	+53%	+$154K	0.37%	57
2014 Q4	$287K	Buy	+7,978	New	+$274K	0.24%	73

Other funds holding XLY

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

SGI

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

Fusion Investment Group's XLY Position: Q3 2015 in Review

Fusion Investment Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2015, closing a stake of 12,178 shares — an estimated $465K sold.

Fusion Investment Group first reported a position in XLY in Q4 2014 and held it in 3 quarters. The position peaked at $465K in Q2 2015. 428 funds tracked by Wall St. Rank hold XLY as of Q3 2015.

Fusion Investment Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 12,178 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2015, an estimated $465K.
Fusion Investment Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2014 and held it in 3 quarters.
Fusion Investment Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $465K in Q2 2015.
428 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.