MPWT
XLFS

MassMutual Private Wealth & Trust’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-289
Closed -$15.5K – 1015
2017
Q3 		$15.5K Hold
289
– – ﹤0.01% 686
2017
Q2 		$14.9K Hold
289
– – ﹤0.01% 661
2017
Q1 		$14.8K Hold
289
– – ﹤0.01% 632
2016
Q4 		$15.1K Buy
+289
New +$15.1K ﹤0.01% 449

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's XLFS Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q4 2017, closing a stake of 289 shares — an estimated $15.5K sold.

MassMutual Private Wealth & Trust first reported a position in XLFS in Q4 2016 and held it in 4 quarters. The position peaked at $15.5K in Q3 2017. 44 funds tracked by Wall St. Rank hold XLFS as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 289 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q4 2017, an estimated $15.5K.
  • MassMutual Private Wealth & Trust first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2016 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $15.5K in Q3 2017.
  • 44 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.