Kavar Capital Partners Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Kavar Capital Partners 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 Q3	–	Sell	-630	Closed	-$13K	–	545
2015 Q2	$13K	Buy	+630	New	+$13.4K	0.01%	288
2014 Q2	–	Sell	-630	Closed	-$11K	–	455
2014 Q1	$11K	Hold	630	–	–	0.01%	311
2013 Q4	$11K	Buy	+630	New	+$10.7K	0.01%	290

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Kavar Capital Partners Group's XLK Position: Q3 2015 in Review

Kavar Capital Partners Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q3 2015, closing a stake of 630 shares — an estimated $13K sold.

Kavar Capital Partners Group first reported a position in XLK in Q4 2013 and held it in 3 quarters. The position peaked at $13K in Q2 2015. 513 funds tracked by Wall St. Rank hold XLK as of Q3 2015.

Kavar Capital Partners Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q3 2015 after selling out during the quarter.
Kavar Capital Partners Group sold 630 State Street Technology Select Sector SPDR ETF shares in Q3 2015, an estimated $13K.
Kavar Capital Partners Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
Kavar Capital Partners Group's State Street Technology Select Sector SPDR ETF position peaked at $13K in Q2 2015.
513 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2015.

Based on Kavar Capital Partners Group's 13F filing for Q3 2015, filed 1 May 2019.