FIM
XLVS

Freedom Investment Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Freedom Investment Management’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
-1,880
Closed -$242K – 1012
2018
Q2 		$242K Buy
+1,880
New +$242K 0.01% 827

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

Freedom Investment Management's XLVS Position: Q3 2018 in Review

Freedom Investment Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q3 2018, closing a stake of 1,880 shares — an estimated $242K sold.

Freedom Investment Management first reported a position in XLVS in Q2 2018 and held it in 1 quarter. The position peaked at $242K in Q2 2018. 2 funds tracked by Wall St. Rank hold XLVS as of Q3 2018.

  • Freedom Investment Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q3 2018 after selling out during the quarter.
  • Freedom Investment Management sold 1,880 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q3 2018, an estimated $242K.
  • Freedom Investment Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2018 and held it in 1 quarter.
  • Freedom Investment Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $242K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q3 2018.

Based on Freedom Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.