SIM
XLVS

Sonora Investment Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Sonora Investment Management’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
-781
Closed -$87K – 1256
2018
Q1 		$87K Buy
+781
New +$87K 0.01% 279
2015
Q4 		– Sell
-250
Closed -$17K – 1336
2015
Q3 		$17K Buy
+250
New +$17K 0.01% 356

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 $1.12B 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 $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 $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Sonora Investment Management's XLVS Position: Q2 2018 in Review

Sonora Investment Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 781 shares — an estimated $87K sold.

Sonora Investment Management first reported a position in XLVS in Q3 2015 and held it in 2 quarters. The position peaked at $87K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Sonora Investment Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 781 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $87K.
  • Sonora Investment Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q3 2015 and held it in 2 quarters.
  • Sonora Investment Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $87K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.