AssetMark Inc
XLPS

AssetMark Inc’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

AssetMark Inc’s Portfolio XLPS Stock Details XLPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11
Closed -$1K – 1480
2016
Q3 		$1K Buy
+11
New +$1K ﹤0.01% 1196

Other funds holding XLPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AssetMark Inc's XLPS Position: Q4 2016 in Review

AssetMark Inc sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q4 2016, closing a stake of 11 shares — an estimated $1K sold.

AssetMark Inc first reported a position in XLPS in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 29 funds tracked by Wall St. Rank hold XLPS as of Q4 2016.

  • AssetMark Inc reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q4 2016 after selling out during the quarter.
  • AssetMark Inc sold 11 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q4 2016, an estimated $1K.
  • AssetMark Inc first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q3 2016 and held it in 1 quarter.
  • AssetMark Inc's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $1K in Q3 2016.
  • 29 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q4 2016.

Based on AssetMark Inc's 13F filing for Q4 2016, filed 14 Feb 2017.