HR
XLYS

Howe & Rusling’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

Howe & Rusling’s Portfolio XLYS Stock Details XLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-159
Closed -$8K – 997
2014
Q1 		$8K Buy
+159
New +$8K ﹤0.01% 607

Other funds holding XLYS

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Howe & Rusling's XLYS Position: Q2 2014 in Review

Howe & Rusling sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q2 2014, closing a stake of 159 shares — an estimated $8K sold.

Howe & Rusling first reported a position in XLYS in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 23 funds tracked by Wall St. Rank hold XLYS as of Q2 2014.

  • Howe & Rusling reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 159 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q2 2014, an estimated $8K.
  • Howe & Rusling first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q1 2014 and held it in 1 quarter.
  • Howe & Rusling's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $8K in Q1 2014.
  • 23 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.