SFA
XLIS

Spectrum Financial Alliance’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

Spectrum Financial Alliance’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-52
Closed -$3K – 169
2018
Q1 		$3K Buy
+52
New +$3K ﹤0.01% 124

Other funds holding XLIS

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

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

Spectrum Financial Alliance sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 52 shares — an estimated $3K sold.

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

  • Spectrum Financial Alliance reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 52 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $3K.
  • Spectrum Financial Alliance first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $3K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

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