American Financial Network Advisory Services’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

American Financial Network Advisory Services’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
2018 Q1	–	Sell	-8,773	Closed	-$864K	–	688
2017 Q4	$864K	Buy	8,773 +1,354	+18%	+$133K	0.36%	97
2017 Q3	$689K	Buy	+7,419	New	+$689K	0.3%	109

Other funds holding XLVS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Financial Network Advisory Services's XLVS Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2018, closing a stake of 8,773 shares — an estimated $864K sold.

American Financial Network Advisory Services first reported a position in XLVS in Q3 2017 and held it in 2 quarters. The position peaked at $864K in Q4 2017. 75 funds tracked by Wall St. Rank hold XLVS as of Q1 2018.

American Financial Network Advisory Services reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
American Financial Network Advisory Services sold 8,773 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2018, an estimated $864K.
American Financial Network Advisory Services first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2017 and held it in 2 quarters.
American Financial Network Advisory Services's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $864K in Q4 2017.
75 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.