UCFA
XLPS

United Capital Financial Advisors’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

United Capital Financial Advisors’s Portfolio XLPS Stock Details XLPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-23,587
Closed -$1.65M – 1391
2018
Q1 		$1.65M Sell
23,587
-70
-0.3% -$4.9K 0.01% 643
2017
Q4 		$1.77M Sell
23,657
-2,325
-9% -$174K 0.01% 626
2017
Q3 		$1.87M Sell
25,982
-5,653
-18% -$407K 0.02% 593
2017
Q2 		$2.1M Sell
31,635
-6,925
-18% -$460K 0.02% 555
2017
Q1 		$2.67M Sell
38,560
-15,631
-29% -$1.08M 0.02% 495
2016
Q4 		$3.74M Sell
54,191
-80,279
-60% -$5.54M 0.04% 430
2016
Q3 		$8.82M Sell
134,470
-177,612
-57% -$11.6M 0.09% 290
2016
Q2 		$20.3M Buy
+312,082
New +$20.3M 0.21% 100

Other funds holding XLPS

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

United Capital Financial Advisors's XLPS Position: Q2 2018 in Review

United Capital Financial Advisors sold out of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) in Q2 2018, closing a stake of 23,587 shares — an estimated $1.65M sold.

United Capital Financial Advisors first reported a position in XLPS in Q2 2016 and held it in 8 quarters. The position peaked at $20.3M in Q2 2016. 2 funds tracked by Wall St. Rank hold XLPS as of Q2 2018.

  • United Capital Financial Advisors reported no remaining POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position as of Q2 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 23,587 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q2 2018, an estimated $1.65M.
  • United Capital Financial Advisors first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q2 2016 and held it in 8 quarters.
  • United Capital Financial Advisors's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $20.3M in Q2 2016.
  • 2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q2 2018.

Based on United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.