Kingfisher Capital’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Kingfisher Capital’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-27,267	Closed	-$1.45M	–	155
2014 Q3	$1.45M	Buy	27,267 +3,864	+17%	+$207K	0.78%	54
2014 Q2	$1.26M	Sell	23,403 -1,922	-8%	-$103K	0.66%	67
2014 Q1	$1.32M	Buy	+25,325	New	+$1.3M	0.7%	62

Other funds holding XLI

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

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

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

LMIM

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

Kingfisher Capital's XLI Position: Q4 2014 in Review

Kingfisher Capital sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2014, closing a stake of 27,267 shares — an estimated $1.45M sold.

Kingfisher Capital first reported a position in XLI in Q1 2014 and held it in 3 quarters. The position peaked at $1.45M in Q3 2014. 410 funds tracked by Wall St. Rank hold XLI as of Q4 2014.

Kingfisher Capital reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
Kingfisher Capital sold 27,267 State Street Industrial Select Sector SPDR ETF shares in Q4 2014, an estimated $1.45M.
Kingfisher Capital first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2014 and held it in 3 quarters.
Kingfisher Capital's State Street Industrial Select Sector SPDR ETF position peaked at $1.45M in Q3 2014.
410 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2014.

Based on Kingfisher Capital's 13F filing for Q4 2014, filed 13 Feb 2015.