Global Retirement Partners’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

Global Retirement Partners’s Portfolio XLBS Stock Details XLBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-54	Closed	-$3K	–	1624
2018 Q1	$3K	Hold	54	–	–	﹤0.01%	1311
2017 Q4	$3K	Hold	54	–	–	﹤0.01%	1275
2017 Q3	$3K	Hold	54	–	–	﹤0.01%	1114
2017 Q2	$3K	Hold	54	–	–	﹤0.01%	1053
2017 Q1	$3K	Hold	54	–	–	﹤0.01%	1008
2016 Q4	$3K	Buy	+54	New	+$3K	﹤0.01%	942

Other funds holding XLBS

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

Global Retirement Partners's XLBS Position: Q2 2018 in Review

Global Retirement Partners sold out of POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) in Q2 2018, closing a stake of 54 shares — an estimated $3K sold.

Global Retirement Partners first reported a position in XLBS in Q4 2016 and held it in 6 quarters. The position peaked at $3K in Q1 2018. 2 funds tracked by Wall St. Rank hold XLBS as of Q2 2018.

Global Retirement Partners reported no remaining POWERSHARES S&P SMALLCAP MATERIALS PORT position as of Q2 2018 after selling out during the quarter.
Global Retirement Partners sold 54 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q2 2018, an estimated $3K.
Global Retirement Partners first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q4 2016 and held it in 6 quarters.
Global Retirement Partners's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $3K in Q1 2018.
2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q2 2018.

Based on Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.