TCI Wealth Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

TCI Wealth Advisors’s Portfolio XLVS Stock Details XLVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-146	Closed	-$16K	–	1698
2018 Q1	$16K	Hold	146	–	–	0.01%	536
2017 Q4	$14K	Hold	146	–	–	0.01%	575
2017 Q3	$14K	Hold	146	–	–	0.01%	540
2017 Q2	$13K	Hold	146	–	–	0.01%	551
2017 Q1	$12K	Hold	146	–	–	0.01%	556
2016 Q4	$11K	Hold	146	–	–	0.01%	622
2016 Q3	$11K	Hold	146	–	–	0.01%	569
2016 Q2	$10K	Hold	146	–	–	0.01%	593
2016 Q1	$10K	Hold	146	–	–	0.01%	596
2015 Q4	$10K	Hold	146	–	–	0.01%	595
2015 Q3	$10K	Hold	146	–	–	0.01%	520
2015 Q2	$10K	Hold	146	–	–	0.01%	532
2015 Q1	$10K	Hold	146	–	–	0.01%	466
2014 Q4	$9K	Hold	146	–	–	0.01%	476
2014 Q3	$8K	Hold	146	–	–	0.01%	492
2014 Q2	$8K	Hold	146	–	–	﹤0.01%	515
2014 Q1	$8K	Hold	146	–	–	0.01%	470
2013 Q4	$8K	Hold	146	–	–	0.01%	473
2013 Q3	$7K	Hold	146	–	–	0.01%	446
2013 Q2	$6K	Buy	+146	New	+$6K	﹤0.01%	439

Other funds holding XLVS

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

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

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

TCI Wealth Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 146 shares — an estimated $16K sold.

TCI Wealth Advisors first reported a position in XLVS in Q2 2013 and held it in 20 quarters. The position peaked at $16K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

TCI Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
TCI Wealth Advisors sold 146 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $16K.
TCI Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2013 and held it in 20 quarters.
TCI Wealth Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $16K in Q1 2018.
7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

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