Commonwealth Equity Services
XLVS

Commonwealth Equity Services’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Commonwealth Equity Services’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
Q2 		– Sell
-16,104
Closed -$1.79M – 2863
2018
Q1 		$1.79M Buy
16,104
+2,253
+16% +$251K 0.01% 927
2017
Q4 		$1.36M Buy
13,851
+1,108
+9% +$109K 0.01% 1053
2017
Q3 		$1.18M Sell
12,743
-25
-0.2% -$2.32K 0.01% 1098
2017
Q2 		$1.12M Sell
12,768
-870
-6% -$76.5K 0.01% 1084
2017
Q1 		$1.09M Buy
+13,638
New +$1.09M 0.01% 1073

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Commonwealth Equity Services's XLVS Position: Q2 2018 in Review

Commonwealth Equity Services sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 16,104 shares — an estimated $1.79M sold.

Commonwealth Equity Services first reported a position in XLVS in Q1 2017 and held it in 5 quarters. The position peaked at $1.79M in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Commonwealth Equity Services reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 16,104 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $1.79M.
  • Commonwealth Equity Services first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2017 and held it in 5 quarters.
  • Commonwealth Equity Services's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1.79M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Commonwealth Equity Services's 13F filing for Q2 2018, filed 31 Jul 2018.