Winifred I. Li’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Winifred I. Li’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 Q2	–	Sell	-3,528	Closed	-$64K	–	401
2014 Q1	$64K	Hold	3,528	–	–	0.06%	256
2013 Q4	$63K	Hold	3,528	–	–	0.05%	252
2013 Q3	$57K	Hold	3,528	–	–	0.05%	261
2013 Q2	$54K	Buy	+3,528	New	+$54.6K	0.05%	264

Other funds holding XLK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BII

Baring International Investment London, United Kingdom $1.57B AUM 24.97% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Winifred I. Li's XLK Position: Q2 2014 in Review

Winifred I. Li sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q2 2014, closing a stake of 3,528 shares — an estimated $64K sold.

Winifred I. Li first reported a position in XLK in Q2 2013 and held it in 4 quarters. The position peaked at $64K in Q1 2014. 448 funds tracked by Wall St. Rank hold XLK as of Q2 2014.

Winifred I. Li reported no remaining State Street Technology Select Sector SPDR ETF position as of Q2 2014 after selling out during the quarter.
Winifred I. Li sold 3,528 State Street Technology Select Sector SPDR ETF shares in Q2 2014, an estimated $64K.
Winifred I. Li first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and held it in 4 quarters.
Winifred I. Li's State Street Technology Select Sector SPDR ETF position peaked at $64K in Q1 2014.
448 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.