PSF
XLVS

Pacific Sun Financial’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Pacific Sun Financial’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
-14,465
Closed -$1.61M – 128
2018
Q1 		$1.61M Buy
+14,465
New +$1.61M 2.13% 9

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 $1.65B AUM 203.21% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

Pacific Sun Financial sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 14,465 shares — an estimated $1.61M sold.

Pacific Sun Financial first reported a position in XLVS in Q1 2018 and held it in 1 quarter. The position peaked at $1.61M in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Pacific Sun Financial reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 14,465 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $1.61M.
  • Pacific Sun Financial first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Pacific Sun Financial's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $1.61M in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

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