FMP
XLVS

Financial Management Professionals’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Financial Management Professionals’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
2016
Q1 		– Sell
-46,030
Closed -$3.31M – 301
2015
Q4 		$3.31M Buy
+46,030
New +$3.31M 1.7% 15

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Management Professionals's XLVS Position: Q1 2016 in Review

Financial Management Professionals sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2016, closing a stake of 46,030 shares — an estimated $3.31M sold.

Financial Management Professionals first reported a position in XLVS in Q4 2015 and held it in 1 quarter. The position peaked at $3.31M in Q4 2015. 45 funds tracked by Wall St. Rank hold XLVS as of Q1 2016.

  • Financial Management Professionals reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2016 after selling out during the quarter.
  • Financial Management Professionals sold 46,030 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2016, an estimated $3.31M.
  • Financial Management Professionals first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2015 and held it in 1 quarter.
  • Financial Management Professionals's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $3.31M in Q4 2015.
  • 45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2016.

Based on Financial Management Professionals's 13F filing for Q1 2016, filed 4 May 2016.