Mariner Independent Advisor Network’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Mariner Independent Advisor Network’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
2017 Q2	–	Sell	-16,864	Closed	-$1.35M	–	383
2017 Q1	$1.35M	Buy	+16,864	New	+$1.35M	0.16%	81

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

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

LTFS

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

UCFA

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CAS

Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

RJA

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Mariner Independent Advisor Network's XLVS Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2017, closing a stake of 16,864 shares — an estimated $1.35M sold.

Mariner Independent Advisor Network first reported a position in XLVS in Q1 2017 and held it in 1 quarter. The position peaked at $1.35M in Q1 2017. 55 funds tracked by Wall St. Rank hold XLVS as of Q2 2017.

Mariner Independent Advisor Network reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2017 after selling out during the quarter.
Mariner Independent Advisor Network sold 16,864 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2017, an estimated $1.35M.
Mariner Independent Advisor Network first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2017 and held it in 1 quarter.
Mariner Independent Advisor Network's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1.35M in Q1 2017.
55 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.