PSF
XLFS

Pacific Sun Financial’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Pacific Sun Financial’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
2018
Q2 		– Sell
-12,730
Closed -$682K – 132
2018
Q1 		$682K Buy
+12,730
New +$682K 0.9% 40

Other funds holding XLFS

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Pacific Sun Financial's XLFS Position: Q2 2018 in Review

Pacific Sun Financial sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 12,730 shares — an estimated $682K sold.

Pacific Sun Financial first reported a position in XLFS in Q1 2018 and held it in 1 quarter. The position peaked at $682K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • Pacific Sun Financial reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 12,730 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $682K.
  • Pacific Sun Financial first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Pacific Sun Financial's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $682K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Pacific Sun Financial's 13F filing for Q2 2018, filed 14 Aug 2018.