PCG
XLVS

Private Capital Group’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Private Capital Group’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
-245
Closed -$27K – 2386
2018
Q1 		$27K Sell
245
-269
-52% -$29.6K 0.01% 952
2017
Q4 		$24 Buy
+514
New +$24 0.01% 1003

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 25.16% 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

Private Capital Group's XLVS Position: Q2 2018 in Review

Private Capital Group sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 245 shares — an estimated $27K sold.

Private Capital Group first reported a position in XLVS in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Private Capital Group reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Private Capital Group sold 245 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $27K.
  • Private Capital Group first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2017 and held it in 2 quarters.
  • Private Capital Group's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $27K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Private Capital Group's 13F filing for Q2 2018, filed 9 Aug 2018.