HighTower Advisors
XLVS

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

HighTower 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
Q2 		– Sell
-4,256
Closed -$474K – 2451
2018
Q1 		$474K Buy
4,256
+954
+29% +$106K ﹤0.01% 1436
2017
Q4 		$325K Buy
3,302
+9
+0.3% +$886 ﹤0.01% 1665
2017
Q3 		$305K Buy
3,293
+348
+12% +$32.2K ﹤0.01% 1679
2017
Q2 		$259K Buy
+2,945
New +$259K ﹤0.01% 1716

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

HighTower Advisors's XLVS Position: Q2 2018 in Review

HighTower Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 4,256 shares — an estimated $474K sold.

HighTower Advisors first reported a position in XLVS in Q2 2017 and held it in 4 quarters. The position peaked at $474K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • HighTower Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • HighTower Advisors sold 4,256 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $474K.
  • HighTower Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2017 and held it in 4 quarters.
  • HighTower Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $474K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

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