IA
XLIS

IFP Advisors’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

IFP Advisors’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-310
Closed -$20K – 4305
2018
Q1 		$20K Hold
310
– – ﹤0.01% 2404
2017
Q4 		$20K Hold
310
– – ﹤0.01% 2439
2017
Q3 		$19K Hold
310
– – ﹤0.01% 2650
2017
Q2 		$18K Buy
310
+28
+10% +$1.63K ﹤0.01% 2659
2017
Q1 		$16K Sell
282
-63
-18% -$3.57K ﹤0.01% 2666
2016
Q4 		$19K Sell
345
-152
-31% -$8.37K ﹤0.01% 2520
2016
Q3 		$25K Hold
497
– – ﹤0.01% 2287
2016
Q2 		$23K Buy
+497
New +$23K ﹤0.01% 2278
2016
Q1 		– Sell
-1,747
Closed -$76K – 4555
2015
Q4 		$76K Buy
+1,747
New +$76K 0.01% 1337

Other funds holding XLIS

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors's XLIS Position: Q2 2018 in Review

IFP Advisors sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 310 shares — an estimated $20K sold.

IFP Advisors first reported a position in XLIS in Q4 2015 and held it in 9 quarters. The position peaked at $76K in Q4 2015. 3 funds tracked by Wall St. Rank hold XLIS as of Q2 2018.

  • IFP Advisors reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 310 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $20K.
  • IFP Advisors first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $76K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.