TWA
XLFS

TCI Wealth Advisors’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

TCI Wealth Advisors’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
-202
Closed -$11K – 1704
2018
Q1 		$11K Hold
202
– – 0.01% 614
2017
Q4 		$11K Hold
202
– – ﹤0.01% 622
2017
Q3 		$11K Hold
202
– – 0.01% 589
2017
Q2 		$10K Hold
202
– – 0.01% 604
2017
Q1 		$10K Hold
202
– – 0.01% 590
2016
Q4 		$11K Hold
202
– – 0.01% 623
2016
Q3 		$9K Hold
202
– – ﹤0.01% 620
2016
Q2 		$9K Hold
202
– – 0.01% 610
2016
Q1 		$8K Hold
202
– – ﹤0.01% 639
2015
Q4 		$8K Hold
202
– – ﹤0.01% 640
2015
Q3 		$8K Hold
202
– – ﹤0.01% 566
2015
Q2 		$9K Hold
202
– – 0.01% 550
2015
Q1 		$8K Hold
202
– – 0.01% 508
2014
Q4 		$8K Hold
202
– – ﹤0.01% 496
2014
Q3 		$8K Hold
202
– – 0.01% 493
2014
Q2 		$8K Hold
202
– – ﹤0.01% 517
2014
Q1 		$8K Hold
202
– – 0.01% 472
2013
Q4 		$8K Hold
202
– – 0.01% 474
2013
Q3 		$7K Hold
202
– – 0.01% 447
2013
Q2 		$7K Buy
+202
New +$7K 0.01% 424

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

TCI Wealth Advisors's XLFS Position: Q2 2018 in Review

TCI Wealth Advisors sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 202 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in XLFS in Q2 2013 and held it in 20 quarters. The position peaked at $11K in Q1 2018. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • TCI Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 202 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $11K.
  • TCI Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q2 2013 and held it in 20 quarters.
  • TCI Wealth Advisors's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $11K in Q1 2018.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on TCI Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.