GWA
XLVS

Guidant Wealth Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Guidant Wealth Advisors’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
Q1 		– Sell
-1,327
Closed -$79K – 276
2017
Q4 		$79K Buy
+1,327
New +$79K 0.04% 65

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guidant Wealth Advisors's XLVS Position: Q1 2018 in Review

Guidant Wealth Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2018, closing a stake of 1,327 shares — an estimated $79K sold.

Guidant Wealth Advisors first reported a position in XLVS in Q4 2017 and held it in 1 quarter. The position peaked at $79K in Q4 2017. 75 funds tracked by Wall St. Rank hold XLVS as of Q1 2018.

  • Guidant Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Guidant Wealth Advisors sold 1,327 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2018, an estimated $79K.
  • Guidant Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2017 and held it in 1 quarter.
  • Guidant Wealth Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $79K in Q4 2017.
  • 75 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2018.

Based on Guidant Wealth Advisors's 13F filing for Q1 2018, filed 18 Apr 2018.