CWA
XLVS

Clarus Wealth Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Clarus Wealth Advisors’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
2018
Q3 		– Sell
-450
Closed -$50K – 802
2018
Q2 		$50K Buy
+450
New +$50K 0.04% 288

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Clarus Wealth Advisors's XLVS Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q3 2018, closing a stake of 450 shares — an estimated $50K sold.

Clarus Wealth Advisors first reported a position in XLVS in Q2 2018 and held it in 1 quarter. The position peaked at $50K in Q2 2018. 2 funds tracked by Wall St. Rank hold XLVS as of Q3 2018.

  • Clarus Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q3 2018 after selling out during the quarter.
  • Clarus Wealth Advisors sold 450 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q3 2018, an estimated $50K.
  • Clarus Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2018 and held it in 1 quarter.
  • Clarus Wealth Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $50K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.