Advisor Group’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Advisor Group’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-662	Closed	-$36K	–	5275
2018 Q1	$36K	Sell	662 -93	-12%	-$5.06K	﹤0.01%	3332
2017 Q4	$41K	Buy	755 +655	+655%	+$35.6K	﹤0.01%	3231
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	4324
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	4298
2017 Q1	$5K	Sell	100 -61	-38%	-$3.05K	﹤0.01%	4176
2016 Q4	$8K	Sell	161 -50	-24%	-$2.48K	﹤0.01%	3756
2016 Q3	$10K	Sell	211 -83	-28%	-$3.93K	﹤0.01%	3594
2016 Q2	$12K	Buy	+294	New	+$12K	﹤0.01%	3411

Other funds holding XLFS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Advisor Group's XLFS Position: Q2 2018 in Review

Advisor Group sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 662 shares — an estimated $36K sold.

Advisor Group first reported a position in XLFS in Q2 2016 and held it in 8 quarters. The position peaked at $41K in Q4 2017. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

Advisor Group reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Advisor Group sold 662 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $36K.
Advisor Group first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2016 and held it in 8 quarters.
Advisor Group's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $41K in Q4 2017.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.