WA
XLIS

WFG Advisors’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

WFG Advisors’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$84K Sell
1,484
-352
-19% -$19.9K 0.02% 568
2017
Q1 		$102K Buy
+1,836
New +$102K 0.03% 475

Other funds holding XLIS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WFG Advisors's XLIS Position: Q2 2017 in Review

WFG Advisors reduced its POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) stake by 19% in Q2 2017, selling an estimated $19.9K and leaving 1,484 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #568.

WFG Advisors first reported a position in XLIS in Q1 2017 and has held it in 2 quarters since. The position peaked at $102K in Q1 2017. 39 funds tracked by Wall St. Rank hold XLIS as of Q2 2017.

  • WFG Advisors held 1,484 shares of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO worth $84K as of Q2 2017.
  • WFG Advisors sold 352 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q2 2017, an estimated $19.9K.
  • POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #568 holding.
  • WFG Advisors first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q1 2017 and has held it in 2 quarters since.
  • WFG Advisors's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $102K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q2 2017.

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