SFA
XLFS

Spectrum Financial Alliance’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-99
Closed -$5K – 170
2018
Q1 		$5K Buy
+99
New +$5K ﹤0.01% 103

Other funds holding XLFS

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Spectrum Financial Alliance's XLFS Position: Q2 2018 in Review

Spectrum Financial Alliance sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 99 shares — an estimated $5K sold.

Spectrum Financial Alliance first reported a position in XLFS in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • Spectrum Financial Alliance reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 99 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $5K.
  • Spectrum Financial Alliance first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $5K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Spectrum Financial Alliance's 13F filing for Q2 2018, filed 15 Aug 2018.