WAP
XLBS

Wealthcare Advisory Partners’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

Wealthcare Advisory Partners’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
2018
Q1 		– Sell
-37
Closed -$2K – 1343
2017
Q4 		$2K Buy
+37
New +$2K ﹤0.01% 959

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wealthcare Advisory Partners's XLBS Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) in Q1 2018, closing a stake of 37 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in XLBS in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 26 funds tracked by Wall St. Rank hold XLBS as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining POWERSHARES S&P SMALLCAP MATERIALS PORT position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 37 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q1 2018, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $2K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.