Janney Montgomery Scott’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Janney Montgomery Scott’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
2016 Q4	–	Sell	-3,353	Closed	-$248K	–	1753
2016 Q3	$248K	Buy	+3,353	New	+$248K	﹤0.01%	1285
2016 Q1	–	Sell	-3,424	Closed	-$246K	–	1491
2015 Q4	$246K	Buy	+3,424	New	+$246K	0.01%	1132
2015 Q3	–	Sell	-2,924	Closed	-$208K	–	1535
2015 Q2	$208K	Hold	2,924	–	–	﹤0.01%	1763
2015 Q1	$202K	Buy	+2,924	New	+$202K	﹤0.01%	2095

Other funds holding XLVS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Janney Montgomery Scott's XLVS Position: Q4 2016 in Review

Janney Montgomery Scott sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2016, closing a stake of 3,353 shares — an estimated $248K sold.

Janney Montgomery Scott first reported a position in XLVS in Q1 2015 and held it in 4 quarters. The position peaked at $248K in Q3 2016. 45 funds tracked by Wall St. Rank hold XLVS as of Q4 2016.

Janney Montgomery Scott reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2016 after selling out during the quarter.
Janney Montgomery Scott sold 3,353 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2016, an estimated $248K.
Janney Montgomery Scott first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2015 and held it in 4 quarters.
Janney Montgomery Scott's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $248K in Q3 2016.
45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2016.

Based on Janney Montgomery Scott's 13F filing for Q4 2016, filed 13 Feb 2017.