FANJ
XLFS

Financial Architects (New Jersey)’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Financial Architects (New Jersey)’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
-211
Closed -$11K – 1619
2018
Q1 		$11K Hold
211
– – ﹤0.01% 1063
2017
Q4 		$11K Hold
211
– – ﹤0.01% 1144
2017
Q3 		$11K Hold
211
– – ﹤0.01% 1116
2017
Q2 		$11K Hold
211
– – ﹤0.01% 1131
2017
Q1 		$11K Hold
211
– – ﹤0.01% 1128
2016
Q4 		$11K Buy
+211
New +$11K ﹤0.01% 1005

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

Financial Architects (New Jersey)'s XLFS Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 211 shares — an estimated $11K sold.

Financial Architects (New Jersey) first reported a position in XLFS in Q4 2016 and held it in 6 quarters. The position peaked at $11K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 211 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $11K.
  • Financial Architects (New Jersey) first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $11K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.