Winslow Evans & Crocker’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Winslow Evans & Crocker’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
2016 Q1	–	Sell	-300	Closed	-$21.6K	–	1384
2015 Q4	$21.6K	Hold	300	–	–	0.01%	728
2015 Q3	$19.5K	Hold	300	–	–	0.01%	729
2015 Q2	$21.4K	Hold	300	–	–	0.01%	742
2015 Q1	$20.7K	Buy	300 +150	+100%	+$10.3K	0.01%	724
2014 Q4	$8.96K	Hold	150	–	–	﹤0.01%	909
2014 Q3	$8.26K	Hold	150	–	–	﹤0.01%	935
2014 Q2	$8.46K	Hold	150	–	–	﹤0.01%	887
2014 Q1	$8.13K	Buy	+150	New	+$8.13K	﹤0.01%	900

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

RJA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Winslow Evans & Crocker's XLVS Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q1 2016, closing a stake of 300 shares — an estimated $21.6K sold.

Winslow Evans & Crocker first reported a position in XLVS in Q1 2014 and held it in 8 quarters. The position peaked at $21.6K in Q4 2015. 45 funds tracked by Wall St. Rank hold XLVS as of Q1 2016.

Winslow Evans & Crocker reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q1 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 300 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q1 2016, an estimated $21.6K.
Winslow Evans & Crocker first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2014 and held it in 8 quarters.
Winslow Evans & Crocker's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $21.6K in Q4 2015.
45 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.