OIA
XLVS

Optimum Investment Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Optimum Investment Advisors’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
-143
Closed -$16K – 1123
2018
Q1 		$16K Buy
+143
New +$16K ﹤0.01% 752
2015
Q1 		$10K Hold
143
– – ﹤0.01% 808
2014
Q4 		$9K Hold
143
– – ﹤0.01% 858
2014
Q3 		$8K Hold
143
– – ﹤0.01% 794
2014
Q2 		$8K Buy
+143
New +$8K ﹤0.01% 813

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 27.61% 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

Optimum Investment Advisors's XLVS Position: Q2 2018 in Review

Optimum Investment Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 143 shares — an estimated $16K sold.

Optimum Investment Advisors first reported a position in XLVS in Q2 2014 and held it in 5 quarters. The position peaked at $16K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Optimum Investment Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 143 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $16K.
  • Optimum Investment Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2014 and held it in 5 quarters.
  • Optimum Investment Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $16K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.