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Noven Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Noven Financial 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
2014
Q4 		– Sell
-51,174
Closed -$1.02M – 48
2014
Q3 		$1.02M Buy
+51,174
New +$1.01M 0.74% 18

Other funds holding XLK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
BAM
Baring Asset Management London, United Kingdom $1.71B AUM 36.27% 1-Year Est. Return

Noven Financial Group's XLK Position: Q4 2014 in Review

Noven Financial Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2014, closing a stake of 51,174 shares — an estimated $1.02M sold.

Noven Financial Group first reported a position in XLK in Q3 2014 and held it in 1 quarter. The position peaked at $1.02M in Q3 2014. 523 funds tracked by Wall St. Rank hold XLK as of Q4 2014.

  • Noven Financial Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2014 after selling out during the quarter.
  • Noven Financial Group sold 51,174 State Street Technology Select Sector SPDR ETF shares in Q4 2014, an estimated $1.02M.
  • Noven Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2014 and held it in 1 quarter.
  • Noven Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $1.02M in Q3 2014.
  • 523 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2014.

Based on Noven Financial Group's 13F filing for Q4 2014, filed 13 Feb 2015.