Global Retirement Partners’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Global Retirement Partners’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	-1,242	Closed	-$67K	–	1627
2018 Q1	$67K	Hold	1,242	–	–	0.02%	457
2017 Q4	$68K	Hold	1,242	–	–	0.02%	434
2017 Q3	$67K	Hold	1,242	–	–	0.03%	383
2017 Q2	$64K	Buy	1,242 +214	+21%	+$11K	0.03%	368
2017 Q1	$53K	Hold	1,028	–	–	0.03%	372
2016 Q4	$54K	Buy	+1,028	New	+$54K	0.04%	345

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

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

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

Global Retirement Partners sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 1,242 shares — an estimated $67K sold.

Global Retirement Partners first reported a position in XLFS in Q4 2016 and held it in 6 quarters. The position peaked at $68K in Q4 2017. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

Global Retirement Partners reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Global Retirement Partners sold 1,242 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $67K.
Global Retirement Partners first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2016 and held it in 6 quarters.
Global Retirement Partners's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $68K in Q4 2017.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

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