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XLFS

NewEdge Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-201
Closed -$10.4K – 1404
2017
Q2 		$10.4K Buy
+201
New +$10.4K ﹤0.01% 951

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's XLFS Position: Q3 2017 in Review

NewEdge Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q3 2017, closing a stake of 201 shares — an estimated $10.4K sold.

NewEdge Advisors first reported a position in XLFS in Q2 2017 and held it in 1 quarter. The position peaked at $10.4K in Q2 2017. 43 funds tracked by Wall St. Rank hold XLFS as of Q3 2017.

  • NewEdge Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 201 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q3 2017, an estimated $10.4K.
  • NewEdge Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $10.4K in Q2 2017.
  • 43 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.