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XLKS

Avantax Planning Partners’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-3,090
Closed -$240K – 1898
2018
Q1 		$240K Hold
3,090
– – 0.02% 268
2017
Q4 		$236K Sell
3,090
-1,255
-29% -$95.9K 0.02% 271
2017
Q3 		$343K Hold
4,345
– – 0.03% 254
2017
Q2 		$321K Buy
+4,345
New +$321K 0.03% 244

Other funds holding XLKS

HIM
Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 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

Avantax Planning Partners's XLKS Position: Q2 2018 in Review

Avantax Planning Partners sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 3,090 shares — an estimated $240K sold.

Avantax Planning Partners first reported a position in XLKS in Q2 2017 and held it in 4 quarters. The position peaked at $343K in Q3 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Avantax Planning Partners reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,090 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $240K.
  • Avantax Planning Partners first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2017 and held it in 4 quarters.
  • Avantax Planning Partners's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $343K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.