Buckingham Strategic Wealth’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Buckingham Strategic Wealth’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
2018 Q1	–	Sell	-3,412	Closed	-$255K	–	355
2017 Q4	$255K	Sell	3,412 -1,549	-31%	-$116K	0.05%	263
2017 Q3	$358K	Sell	4,961 -6,009	-55%	-$434K	0.09%	195
2017 Q2	$731K	Sell	10,970 -3,906	-26%	-$260K	0.17%	119
2017 Q1	$1.03M	Buy	+14,876	New	+$1.03M	0.3%	73

Other funds holding XLPS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UCFA

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Buckingham Strategic Wealth's XLPS Position: Q1 2018 in Review

Buckingham Strategic Wealth sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q1 2018, closing a stake of 3,412 shares — an estimated $255K sold.

Buckingham Strategic Wealth first reported a position in XLPS in Q1 2017 and held it in 4 quarters. The position peaked at $1.03M in Q1 2017. 35 funds tracked by Wall St. Rank hold XLPS as of Q1 2018.

Buckingham Strategic Wealth reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q1 2018 after selling out during the quarter.
Buckingham Strategic Wealth sold 3,412 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q1 2018, an estimated $255K.
Buckingham Strategic Wealth first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q1 2017 and held it in 4 quarters.
Buckingham Strategic Wealth's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $1.03M in Q1 2017.
35 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q1 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2018, filed 14 May 2018.