CI
XLVS

Cavalier Investments’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Cavalier Investments’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
2015
Q4 		– Sell
-30,258
Closed -$1.97M – 128
2015
Q3 		$1.97M Buy
+30,258
New +$1.97M 1.65% 13

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments's XLVS Position: Q4 2015 in Review

Cavalier Investments sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2015, closing a stake of 30,258 shares — an estimated $1.97M sold.

Cavalier Investments first reported a position in XLVS in Q3 2015 and held it in 1 quarter. The position peaked at $1.97M in Q3 2015. 57 funds tracked by Wall St. Rank hold XLVS as of Q4 2015.

  • Cavalier Investments reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2015 after selling out during the quarter.
  • Cavalier Investments sold 30,258 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2015, an estimated $1.97M.
  • Cavalier Investments first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2015 and held it in 1 quarter.
  • Cavalier Investments's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1.97M in Q3 2015.
  • 57 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2015.

Based on Cavalier Investments's 13F filing for Q4 2015, filed 8 Feb 2016.