CCMG
XLVS

Clark Capital Management Group’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Clark Capital Management Group’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
2017
Q3 		– Sell
-19,095
Closed -$1.68M – 341
2017
Q2 		$1.68M Buy
+19,095
New +$1.68M 0.07% 168
2016
Q4 		– Sell
-36,228
Closed -$2.68M – 356
2016
Q3 		$2.68M Buy
+36,228
New +$2.68M 0.15% 147

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAS
Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Clark Capital Management Group's XLVS Position: Q3 2017 in Review

Clark Capital Management Group sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q3 2017, closing a stake of 19,095 shares — an estimated $1.68M sold.

Clark Capital Management Group first reported a position in XLVS in Q3 2016 and held it in 2 quarters. The position peaked at $2.68M in Q3 2016. 49 funds tracked by Wall St. Rank hold XLVS as of Q3 2017.

  • Clark Capital Management Group reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • Clark Capital Management Group sold 19,095 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q3 2017, an estimated $1.68M.
  • Clark Capital Management Group first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2016 and held it in 2 quarters.
  • Clark Capital Management Group's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $2.68M in Q3 2016.
  • 49 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q3 2017.

Based on Clark Capital Management Group's 13F filing for Q3 2017, filed 14 Nov 2017.