WA
XLBS

WFG Advisors’s POWERSHARES S&P SMALLCAP MATERIALS PORT XLBS Stock Holding History

WFG 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
Q2 		$78K Sell
1,676
-406
-20% -$18.9K 0.02% 591
2017
Q1 		$98K Buy
2,082
+220
+12% +$10.4K 0.03% 483
2016
Q4 		$89K Buy
+1,862
New +$89K 0.02% 559

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WFG Advisors's XLBS Position: Q2 2017 in Review

WFG Advisors reduced its POWERSHARES S&P SMALLCAP MATERIALS PORT (XLBS) stake by 20% in Q2 2017, selling an estimated $18.9K and leaving 1,676 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #591.

WFG Advisors first reported a position in XLBS in Q4 2016 and has held it in 3 quarters since. The position peaked at $98K in Q1 2017. 25 funds tracked by Wall St. Rank hold XLBS as of Q2 2017.

  • WFG Advisors held 1,676 shares of POWERSHARES S&P SMALLCAP MATERIALS PORT worth $78K as of Q2 2017.
  • WFG Advisors sold 406 POWERSHARES S&P SMALLCAP MATERIALS PORT shares in Q2 2017, an estimated $18.9K.
  • POWERSHARES S&P SMALLCAP MATERIALS PORT made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #591 holding.
  • WFG Advisors first reported a position in POWERSHARES S&P SMALLCAP MATERIALS PORT in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's POWERSHARES S&P SMALLCAP MATERIALS PORT position peaked at $98K in Q1 2017.
  • 25 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP MATERIALS PORT as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.