PacWest Financial Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

PacWest Financial Management’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
2016 Q4	$3.19M	Sell	13,210 -1,250	-9%	-$29.8K	0.19%	75
2016 Q3	$345K	Buy	14,460 +1,300	+10%	+$30.2K	0.21%	73
2016 Q2	$285K	Buy	13,160 +1,020	+8%	+$22.1K	0.18%	74
2016 Q1	$269K	Sell	12,140 -4,220	-26%	-$87.2K	0.17%	76
2015 Q4	$350K	Buy	16,360 +2,150	+15%	+$46.3K	0.23%	74
2015 Q3	$281K	Sell	14,210 -2,700	-16%	-$55.6K	0.21%	76
2015 Q2	$350K	Hold	16,910	–	–	0.25%	74
2015 Q1	$350K	Buy	+16,910	New	+$352K	0.25%	73

Other funds holding XLK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

SGI

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PacWest Financial Management's XLK Position: Q4 2016 in Review

PacWest Financial Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q4 2016, selling an estimated $29.8K and leaving 13,210 shares worth $3.19M. The position accounts for 0.19% of the portfolio, ranked #75.

PacWest Financial Management first reported a position in XLK in Q1 2015 and has held it in 8 quarters since. 635 funds tracked by Wall St. Rank hold XLK as of Q4 2016.

PacWest Financial Management held 13,210 shares of State Street Technology Select Sector SPDR ETF worth $3.19M as of Q4 2016.
PacWest Financial Management sold 1,250 State Street Technology Select Sector SPDR ETF shares in Q4 2016, an estimated $29.8K.
State Street Technology Select Sector SPDR ETF made up 0.19% of PacWest Financial Management's portfolio in Q4 2016, its #75 holding.
PacWest Financial Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2015 and has held it in 8 quarters since.
635 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.