WSTAM
XLVS

Wilbanks Smith & Thomas Asset Management’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
-3,100
Closed -$345K – 373
2018
Q1 		$345K Buy
+3,100
New +$345K 0.03% 241

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

Wilbanks Smith & Thomas Asset Management's XLVS Position: Q2 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 3,100 shares — an estimated $345K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XLVS in Q1 2018 and held it in 1 quarter. The position peaked at $345K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,100 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $345K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $345K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2018, filed 8 Aug 2018.