MassMutual Private Wealth & Trust’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-222	Closed	-$20.6K	–	1010
2017 Q3	$20.6K	Hold	222	–	–	﹤0.01%	645
2017 Q2	$19.5K	Hold	222	–	–	﹤0.01%	622
2017 Q1	$17.8K	Hold	222	–	–	﹤0.01%	608
2016 Q4	$16.2K	Buy	+222	New	+$16.2K	﹤0.01%	442

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

RJA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MassMutual Private Wealth & Trust sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q4 2017, closing a stake of 222 shares — an estimated $20.6K sold.

MassMutual Private Wealth & Trust first reported a position in XLVS in Q4 2016 and held it in 4 quarters. The position peaked at $20.6K in Q3 2017. 64 funds tracked by Wall St. Rank hold XLVS as of Q4 2017.

MassMutual Private Wealth & Trust reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q4 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 222 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q4 2017, an estimated $20.6K.
MassMutual Private Wealth & Trust first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2016 and held it in 4 quarters.
MassMutual Private Wealth & Trust's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $20.6K in Q3 2017.
64 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q4 2017.

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