BAM
XLVS

Bruderman Asset Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Bruderman Asset Management’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
2016
Q4 		– Sell
-434
Closed -$32K – 402
2016
Q3 		$32K Buy
+434
New +$32K 0.01% 249

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bruderman Asset Management's XLVS Position: Q4 2016 in Review

Bruderman Asset Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2016, closing a stake of 434 shares — an estimated $32K sold.

Bruderman Asset Management first reported a position in XLVS in Q3 2016 and held it in 1 quarter. The position peaked at $32K in Q3 2016. 45 funds tracked by Wall St. Rank hold XLVS as of Q4 2016.

  • Bruderman Asset Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 434 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2016, an estimated $32K.
  • Bruderman Asset Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2016 and held it in 1 quarter.
  • Bruderman Asset Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $32K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.