BC
XLKS

Bartlett & Co’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Bartlett & Co’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
2020
Q2 		– Sell
-65
Closed -$5K – 901
2020
Q1 		$5K Buy
+65
New +$5K ﹤0.01% 730
2019
Q3 		$6K Buy
+65
New +$6K ﹤0.01% 769
2016
Q1 		– Sell
-1,040
Closed -$54K – 777
2015
Q4 		$54K Buy
1,040
+786
+309% +$40.8K ﹤0.01% 415
2015
Q3 		$12K Buy
+254
New +$12K ﹤0.01% 594

Other funds holding XLKS

HIM
Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return

Bartlett & Co's XLKS Position: Q2 2020 in Review

Bartlett & Co sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2020, closing a stake of 65 shares — an estimated $5K sold.

Bartlett & Co first reported a position in XLKS in Q3 2015 and held it in 4 quarters. The position peaked at $54K in Q4 2015. 1 fund tracked by Wall St. Rank holds XLKS as of Q2 2020.

  • Bartlett & Co reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co sold 65 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2020, an estimated $5K.
  • Bartlett & Co first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q3 2015 and held it in 4 quarters.
  • Bartlett & Co's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $54K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2020.

Based on Bartlett & Co's 13F filing for Q2 2020, filed 3 Aug 2020.