RSA
XLVS

Robertson Stephens Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Robertson Stephens Advisors’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
2017
Q1 		– Sell
-5,440
Closed -$397K – 153
2016
Q4 		$397K Buy
+5,440
New +$397K 0.23% 92

Other funds holding XLVS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

Robertson Stephens Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2017, closing a stake of 5,440 shares — an estimated $397K sold.

Robertson Stephens Advisors first reported a position in XLVS in Q4 2016 and held it in 1 quarter. The position peaked at $397K in Q4 2016. 52 funds tracked by Wall St. Rank hold XLVS as of Q1 2017.

  • Robertson Stephens Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2017 after selling out during the quarter.
  • Robertson Stephens Advisors sold 5,440 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2017, an estimated $397K.
  • Robertson Stephens Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2016 and held it in 1 quarter.
  • Robertson Stephens Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $397K in Q4 2016.
  • 52 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2017.

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