AA
XLFS

Apriem Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Apriem Advisors’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
2017
Q2 		– Sell
-409
Closed -$21K – 692
2017
Q1 		$21K Buy
409
+7
+2% +$359 0.01% 341
2016
Q4 		$21K Buy
402
+2
+0.5% +$104 0.01% 346
2016
Q3 		$18K Buy
+400
New +$18K 0.01% 345

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Apriem Advisors's XLFS Position: Q2 2017 in Review

Apriem Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2017, closing a stake of 409 shares — an estimated $21K sold.

Apriem Advisors first reported a position in XLFS in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q1 2017. 43 funds tracked by Wall St. Rank hold XLFS as of Q2 2017.

  • Apriem Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 409 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2017, an estimated $21K.
  • Apriem Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q3 2016 and held it in 3 quarters.
  • Apriem Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $21K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.