Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

Steward Partners Investment Advisory’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	-156	Closed	-$10K	–	2664
2018 Q1	$10K	Sell	156 -53	-25%	-$3.4K	﹤0.01%	1592
2017 Q4	$13K	Sell	209 -229	-52%	-$14.2K	﹤0.01%	1288
2017 Q3	$26K	Hold	438	–	–	﹤0.01%	874
2017 Q2	$24K	Hold	438	–	–	﹤0.01%	817
2017 Q1	$24K	Buy	438 +229	+110%	+$12.5K	﹤0.01%	714
2016 Q4	$11K	Buy	+209	New	+$11K	0.01%	554

Other funds holding XLIS

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Steward Partners Investment Advisory's XLIS Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q2 2018, closing a stake of 156 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in XLIS in Q4 2016 and held it in 6 quarters. The position peaked at $26K in Q3 2017. 3 funds tracked by Wall St. Rank hold XLIS as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 156 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2018, an estimated $10K.
Steward Partners Investment Advisory first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $26K in Q3 2017.
3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.