Lyons Wealth Management’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Lyons Wealth Management’s Portfolio XLFS Stock Details XLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-5,682	Closed	-$305K	–	65
2018 Q1	$305K	Hold	5,682	–	–	0.46%	39
2017 Q4	$309K	Hold	5,682	–	–	0.5%	40
2017 Q3	$305K	Sell	5,682 -845	-13%	-$45.4K	0.46%	38
2017 Q2	$338K	Buy	+6,527	New	+$338K	0.47%	43

Other funds holding XLFS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Lyons Wealth Management's XLFS Position: Q2 2018 in Review

Lyons Wealth Management sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 5,682 shares — an estimated $305K sold.

Lyons Wealth Management first reported a position in XLFS in Q2 2017 and held it in 4 quarters. The position peaked at $338K in Q2 2017. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

Lyons Wealth Management reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Lyons Wealth Management sold 5,682 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $305K.
Lyons Wealth Management first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2017 and held it in 4 quarters.
Lyons Wealth Management's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $338K in Q2 2017.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Lyons Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.