RSA
XLFS

Robertson Stephens Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Robertson Stephens Advisors’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
2017
Q1 		– Sell
-17,930
Closed -$937K – 156
2016
Q4 		$937K Buy
+17,930
New +$937K 0.53% 53

Other funds holding XLFS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Robertson Stephens Advisors's XLFS Position: Q1 2017 in Review

Robertson Stephens Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q1 2017, closing a stake of 17,930 shares — an estimated $937K sold.

Robertson Stephens Advisors first reported a position in XLFS in Q4 2016 and held it in 1 quarter. The position peaked at $937K in Q4 2016. 45 funds tracked by Wall St. Rank hold XLFS as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 17,930 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q1 2017, an estimated $937K.
  • Robertson Stephens Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $937K in Q4 2016.
  • 45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q1 2017.

Based on Robertson Stephens Advisors's 13F filing for Q1 2017, filed 12 May 2017.