Physicians Financial Services’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Physicians Financial Services’s Portfolio EQL Stock Details EQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-111	Closed	-$2K	–	154
2016 Q4	$2K	Hold	111	–	–	﹤0.01%	291
2016 Q3	$2K	Hold	111	–	–	﹤0.01%	287
2016 Q2	$2K	Buy	111 +3	+3%	+$57	﹤0.01%	283
2016 Q1	$2K	Hold	108	–	–	﹤0.01%	282
2015 Q4	$2K	Buy	+108	New	+$1.99K	﹤0.01%	289

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Physicians Financial Services's EQL Position: Q1 2017 in Review

Physicians Financial Services sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2017, closing a stake of 111 shares — an estimated $2K sold.

Physicians Financial Services first reported a position in EQL in Q4 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 27 funds tracked by Wall St. Rank hold EQL as of Q1 2017.

Physicians Financial Services reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 111 ALPS Equal Sector Weight ETF shares in Q1 2017, an estimated $2K.
Physicians Financial Services first reported a position in ALPS Equal Sector Weight ETF in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's ALPS Equal Sector Weight ETF position peaked at $2K in Q4 2016.
27 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.