I2I
XLVS

Insight 2811 Inc’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Insight 2811 Inc’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
2013
Q3 		– Sell
-2,460
Closed -$106K – 202
2013
Q2 		$106K Buy
+2,460
New +$106K 0.06% 122

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
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
KFS
KMS Financial Services Seattle, Washington $713M AUM 14.21% 1-Year Est. Return

Insight 2811 Inc's XLVS Position: Q3 2013 in Review

Insight 2811 Inc sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q3 2013, closing a stake of 2,460 shares — an estimated $106K sold.

Insight 2811 Inc first reported a position in XLVS in Q2 2013 and held it in 1 quarter. The position peaked at $106K in Q2 2013. 30 funds tracked by Wall St. Rank hold XLVS as of Q3 2013.

  • Insight 2811 Inc reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 2,460 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q3 2013, an estimated $106K.
  • Insight 2811 Inc first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Insight 2811 Inc's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $106K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q3 2013.

Based on Insight 2811 Inc's 13F filing for Q3 2013, filed 4 Nov 2013.