Next Financial Group’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Next Financial Group’s Portfolio XLPS Stock Details XLPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-568	Closed	-$39K	–	2566
2016 Q4	$39K	Sell	568 -134	-19%	-$9.2K	0.01%	1064
2016 Q3	$46K	Buy	702 +622	+778%	+$40.8K	0.01%	990
2016 Q2	$5K	Buy	+80	New	+$5K	﹤0.01%	1441
2014 Q4	–	Sell	-154	Closed	-$8K	–	2723
2014 Q3	$8K	Buy	+154	New	+$8K	﹤0.01%	1908

Other funds holding XLPS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Next Financial Group's XLPS Position: Q1 2017 in Review

Next Financial Group sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q1 2017, closing a stake of 568 shares — an estimated $39K sold.

Next Financial Group first reported a position in XLPS in Q3 2014 and held it in 4 quarters. The position peaked at $46K in Q3 2016. 32 funds tracked by Wall St. Rank hold XLPS as of Q1 2017.

Next Financial Group reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 568 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q1 2017, an estimated $39K.
Next Financial Group first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q3 2014 and held it in 4 quarters.
Next Financial Group's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $46K in Q3 2016.
32 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.