UCFA
XLBS

United Capital Financial Advisors’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

United Capital Financial Advisors’s Portfolio XLBS Stock Details XLBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-424,287
Closed -$20.3M – 1321
2016
Q4 		$20.3M Buy
+424,287
New +$20.3M 0.2% 106

Other funds holding XLBS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Capital Financial Advisors's XLBS Position: Q1 2017 in Review

United Capital Financial Advisors sold out of POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) in Q1 2017, closing a stake of 424,287 shares — an estimated $20.3M sold.

United Capital Financial Advisors first reported a position in XLBS in Q4 2016 and held it in 1 quarter. The position peaked at $20.3M in Q4 2016. 24 funds tracked by Wall St. Rank hold XLBS as of Q1 2017.

  • United Capital Financial Advisors reported no remaining POWERSHARES S&P SMALLCAP MATERIALS PORT position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 424,287 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q1 2017, an estimated $20.3M.
  • United Capital Financial Advisors first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $20.3M in Q4 2016.
  • 24 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.