HighTower Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

HighTower Advisors’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	-6,095	Closed	-$326K	–	2452
2018 Q1	$326K	Sell	6,095 -5	-0.1%	-$267	﹤0.01%	1637
2017 Q4	$333K	Buy	6,100 +1,521	+33%	+$83K	﹤0.01%	1651
2017 Q3	$246K	Sell	4,579 -285	-6%	-$15.3K	﹤0.01%	1788
2017 Q2	$250K	Buy	+4,864	New	+$250K	﹤0.01%	1736

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

HighTower Advisors's XLFS Position: Q2 2018 in Review

HighTower Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 6,095 shares — an estimated $326K sold.

HighTower Advisors first reported a position in XLFS in Q2 2017 and held it in 4 quarters. The position peaked at $333K in Q4 2017. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

HighTower Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
HighTower Advisors sold 6,095 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $326K.
HighTower Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2017 and held it in 4 quarters.
HighTower Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $333K in Q4 2017.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on HighTower Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.