WFG Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

WFG Advisors’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
2017 Q2	$40K	Hold	450	–	–	0.01%	758
2017 Q1	$36K	Hold	450	–	–	0.01%	751
2016 Q4	$33K	Hold	450	–	–	0.01%	822
2016 Q3	$33K	Hold	450	–	–	0.01%	816
2016 Q2	$32K	Hold	450	–	–	0.01%	820
2016 Q1	$30K	Buy	450 +150	+50%	+$10K	0.01%	799
2015 Q4	$22K	Hold	300	–	–	0.01%	878
2015 Q3	$20K	Buy	300 +100	+50%	+$6.67K	0.01%	896
2015 Q2	$14K	Hold	200	–	–	﹤0.01%	1101
2015 Q1	$14K	Sell	200 -180	-47%	-$12.6K	﹤0.01%	1114
2014 Q4	$23K	Buy	+380	New	+$23K	﹤0.01%	1176

Other funds holding XLVS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

CAS

Cue Advisory Services Phoenix, Arizona $167M AUM 18.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

WFG Advisors's XLVS Position: Q2 2017 in Review

WFG Advisors held its POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) position steady in Q2 2017 at 450 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #758.

WFG Advisors first reported a position in XLVS in Q4 2014 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold XLVS as of Q2 2017.

WFG Advisors held 450 shares of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO worth $40K as of Q2 2017.
WFG Advisors left its POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO share count unchanged in Q2 2017.
POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #758 holding.
WFG Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q4 2014 and has held it in 11 quarters since.
55 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2017.

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