AIM
XLVS

Advantage Investment Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Advantage Investment Management’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16
Closed -$1K – 1172
2017
Q2 		$1K Buy
+16
New +$1K ﹤0.01% 1073

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Advantage Investment Management's XLVS Position: Q3 2017 in Review

Advantage Investment Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q3 2017, closing a stake of 16 shares — an estimated $1K sold.

Advantage Investment Management first reported a position in XLVS in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 49 funds tracked by Wall St. Rank hold XLVS as of Q3 2017.

  • Advantage Investment Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • Advantage Investment Management sold 16 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q3 2017, an estimated $1K.
  • Advantage Investment Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • Advantage Investment Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1K in Q2 2017.
  • 49 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q3 2017.

Based on Advantage Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.