BFEC
XLFS

Benjamin F. Edwards & Company’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Benjamin F. Edwards & Company’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
-2,345
Closed -$126K – 1721
2018
Q1 		$126K Hold
2,345
– – 0.01% 620
2017
Q4 		$128K Hold
2,345
– – 0.01% 592
2017
Q3 		$126K Buy
2,345
+1,705
+266% +$91.6K 0.02% 560
2017
Q2 		$33K Hold
640
– – ﹤0.01% 808
2017
Q1 		$33K Hold
640
– – ﹤0.01% 772
2016
Q4 		$33K Hold
640
– – 0.01% 708
2016
Q3 		$29K Hold
640
– – 0.01% 644
2016
Q2 		$27K Hold
640
– – 0.01% 623
2016
Q1 		$26K Hold
640
– – 0.01% 628
2015
Q4 		$26K Hold
640
– – 0.01% 636
2015
Q3 		$26K Buy
+640
New +$26K 0.01% 655
2013
Q3 		– Sell
-16
Closed -$1K – 893
2013
Q2 		$1K Buy
+16
New +$1K ﹤0.01% 794

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

Benjamin F. Edwards & Company's XLFS Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 2,345 shares — an estimated $126K sold.

Benjamin F. Edwards & Company first reported a position in XLFS in Q2 2013 and held it in 12 quarters. The position peaked at $128K in Q4 2017. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • Benjamin F. Edwards & Company reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,345 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $126K.
  • Benjamin F. Edwards & Company first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2013 and held it in 12 quarters.
  • Benjamin F. Edwards & Company's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $128K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.