Clear Perspective Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Clear Perspective Advisors’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-106	Closed	-$6K	–	525
2018 Q1	$6K	Buy	+106	New	+$6K	﹤0.01%	396

Other funds holding XLFS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Clear Perspective Advisors's XLFS Position: Q2 2018 in Review

Clear Perspective Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 106 shares — an estimated $6K sold.

Clear Perspective Advisors first reported a position in XLFS in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

Clear Perspective Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 106 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $6K.
Clear Perspective Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q1 2018 and held it in 1 quarter.
Clear Perspective Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $6K in Q1 2018.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.