Steward Partners Investment Advisory’s POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT XLYS Stock Holding History

Steward Partners Investment Advisory’s Portfolio XLYS Stock Details XLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-574	Closed	-$34K	–	2661
2018 Q1	$34K	Sell	574 -65	-10%	-$3.85K	﹤0.01%	1140
2017 Q4	$39K	Sell	639 -128	-17%	-$7.81K	﹤0.01%	918
2017 Q3	$43K	Hold	767	–	–	﹤0.01%	738
2017 Q2	$41K	Buy	767 +468	+157%	+$25K	﹤0.01%	674
2017 Q1	$15K	Hold	299	–	–	﹤0.01%	844
2016 Q4	$15K	Buy	+299	New	+$15K	0.01%	496

Other funds holding XLYS

LTFS

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

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

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

Steward Partners Investment Advisory sold out of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) in Q2 2018, closing a stake of 574 shares — an estimated $34K sold.

Steward Partners Investment Advisory first reported a position in XLYS in Q4 2016 and held it in 6 quarters. The position peaked at $43K in Q3 2017. 2 funds tracked by Wall St. Rank hold XLYS as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 574 POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT shares in Q2 2018, an estimated $34K.
Steward Partners Investment Advisory first reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT position peaked at $43K in Q3 2017.
2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT as of Q2 2018.

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