Affinity Wealth Management’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Affinity Wealth Management’s Portfolio XLKS Stock Details XLKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$18.7M	Buy	237,166 +1,399	+0.6%	+$111K	11.48%	3
2017 Q2	$17.4M	Buy	235,767 +3,038	+1%	+$225K	11.05%	3
2017 Q1	$17M	Buy	232,729 +2,522	+1%	+$184K	9.49%	4
2016 Q4	$16M	Buy	230,207 +14,521	+7%	+$1.01M	9.07%	4
2016 Q3	$13.7M	Buy	+215,686	New	+$13.7M	8.9%	5

Other funds holding XLKS

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Affinity Wealth Management's XLKS Position: Q3 2017 in Review

Affinity Wealth Management increased its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) stake by 0.59% in Q3 2017, buying an estimated $111K and bringing the position to 237,166 shares worth $18.7M. The position accounts for 11.48% of the portfolio, ranked #3.

Affinity Wealth Management first reported a position in XLKS in Q3 2016 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold XLKS as of Q3 2017.

Affinity Wealth Management held 237,166 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $18.7M as of Q3 2017.
Affinity Wealth Management bought 1,399 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2017, an estimated $111K.
POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up 11.48% of Affinity Wealth Management's portfolio in Q3 2017, its #3 holding.
Affinity Wealth Management first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q3 2016 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.