CA
XLYS

CapWealth Advisors’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

CapWealth Advisors’s Portfolio XLYS Stock Details XLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-171
Closed -$8K – 356
2014
Q3 		$8K Buy
+171
New +$8K ﹤0.01% 257

Other funds holding XLYS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

CapWealth Advisors's XLYS Position: Q4 2014 in Review

CapWealth Advisors sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q4 2014, closing a stake of 171 shares — an estimated $8K sold.

CapWealth Advisors first reported a position in XLYS in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 23 funds tracked by Wall St. Rank hold XLYS as of Q4 2014.

  • CapWealth Advisors reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 171 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q4 2014, an estimated $8K.
  • CapWealth Advisors first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q3 2014 and held it in 1 quarter.
  • CapWealth Advisors's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $8K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.