Number of Shares
346,492.00
Current Holdings Value*
$14.84 Mil
% of Portfolio
2.22%
Total Estimate Gain
$76.21 Mil
% of Total Estimate Gain
534.69%

EDELMAN FINANCIAL GROUP INC.'s Technology Select Sector SPDR ETF Holding Summary

As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 346,492.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $14.84 Mil. This investment constitutes 2.22% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.11% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2014Q1. And since then EDELMAN FINANCIAL GROUP INC. has made 5 purchases of XLK, at an average price of $40.96, for a total of 347,988.00 shares. In addition, there have been 1 sales at an average price of $42.49 for 1,496.00 shares. Based on historical transaction data and XLK's current price of $260.89, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his XLK holdings is $76.21 Mil, reflecting a 534.69% gain to date.

EDELMAN FINANCIAL GROUP INC. XLK ($260.89) Holding Chart

EDELMAN FINANCIAL GROUP INC. XLK ($260.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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