GRP
XLVS

Global Retirement Partners’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Global Retirement Partners’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
Q2 		– Sell
-531
Closed -$59K – 1621
2018
Q1 		$59K Hold
531
– – 0.02% 489
2017
Q4 		$52K Hold
531
– – 0.01% 489
2017
Q3 		$49K Hold
531
– – 0.02% 444
2017
Q2 		$47K Hold
531
– – 0.02% 418
2017
Q1 		$42K Hold
531
– – 0.02% 406
2016
Q4 		$39K Buy
+531
New +$39K 0.03% 389

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

Global Retirement Partners sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 531 shares — an estimated $59K sold.

Global Retirement Partners first reported a position in XLVS in Q4 2016 and held it in 6 quarters. The position peaked at $59K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Global Retirement Partners reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Global Retirement Partners sold 531 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $59K.
  • Global Retirement Partners first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Global Retirement Partners's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $59K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

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