MA
XLVS

MUFG Americas’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

MUFG Americas’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
2018
Q2 		– Sell
-32
Closed -$4K – 900
2018
Q1 		$4K Buy
+32
New +$4K ﹤0.01% 835
2015
Q4 		– Sell
-88
Closed -$6K – 1330
2015
Q3 		$6K Buy
+88
New +$6K ﹤0.01% 953

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

MUFG Americas's XLVS Position: Q2 2018 in Review

MUFG Americas sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 32 shares — an estimated $4K sold.

MUFG Americas first reported a position in XLVS in Q3 2015 and held it in 2 quarters. The position peaked at $6K in Q3 2015. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • MUFG Americas reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • MUFG Americas sold 32 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $4K.
  • MUFG Americas first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2015 and held it in 2 quarters.
  • MUFG Americas's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $6K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on MUFG Americas's 13F filing for Q2 2018, filed 10 Aug 2018.