WAM
XLVS

Wealthspire Advisors (Maryland)’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Wealthspire Advisors (Maryland)’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
-210
Closed -$23K – 2722
2018
Q1 		$23K Hold
210
– – ﹤0.01% 1262
2017
Q4 		$21K Hold
210
– – ﹤0.01% 1319
2017
Q3 		$19K Hold
210
– – ﹤0.01% 1324
2017
Q2 		$18K Buy
+210
New +$18K ﹤0.01% 1319

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 27.61% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 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
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XLVS Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 210 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in XLVS in Q2 2017 and held it in 4 quarters. The position peaked at $23K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 210 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $23K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.