Global Retirement Partners’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-180	Closed	-$12K	–	1623
2018 Q1	$12K	Hold	180	–	–	﹤0.01%	927
2017 Q4	$12K	Hold	180	–	–	﹤0.01%	864
2017 Q3	$11K	Hold	180	–	–	﹤0.01%	822
2017 Q2	$10K	Hold	180	–	–	﹤0.01%	803
2017 Q1	$10K	Hold	180	–	–	0.01%	762
2016 Q4	$10K	Buy	+180	New	+$10K	0.01%	704

Other funds holding XLIS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Global Retirement Partners sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 180 shares — an estimated $12K sold.

Global Retirement Partners first reported a position in XLIS in Q4 2016 and held it in 6 quarters. The position peaked at $12K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLIS as of Q2 2018.

Global Retirement Partners reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Global Retirement Partners sold 180 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $12K.
Global Retirement Partners first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q4 2016 and held it in 6 quarters.
Global Retirement Partners's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $12K in Q1 2018.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

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