BFEC
XLKS

Benjamin F. Edwards & Company’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Benjamin F. Edwards & Company’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
-980
Closed -$76K – 1715
2018
Q1 		$76K Sell
980
-7
-0.7% -$543 0.01% 751
2017
Q4 		$75K Buy
987
+19
+2% +$1.44K 0.01% 715
2017
Q3 		$77K Buy
968
+370
+62% +$29.4K 0.01% 666
2017
Q2 		$44K Buy
598
+160
+37% +$11.8K 0.01% 749
2017
Q1 		$32K Hold
438
– – ﹤0.01% 777
2016
Q4 		$31K Hold
438
– – 0.01% 718
2016
Q3 		$28K Buy
438
+57
+15% +$3.64K 0.01% 652
2016
Q2 		$21K Hold
381
– – ﹤0.01% 664
2016
Q1 		$21K Sell
381
-62
-14% -$3.42K ﹤0.01% 670
2015
Q4 		$23K Hold
443
– – 0.01% 664
2015
Q3 		$21K Buy
443
+381
+615% +$18.1K ﹤0.01% 712
2015
Q2 		$3K Hold
62
– – ﹤0.01% 1096
2015
Q1 		$3K Hold
62
– – ﹤0.01% 1062
2014
Q4 		$3K Buy
+62
New +$3K ﹤0.01% 952

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

Benjamin F. Edwards & Company's XLKS Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 980 shares — an estimated $76K sold.

Benjamin F. Edwards & Company first reported a position in XLKS in Q4 2014 and held it in 14 quarters. The position peaked at $77K in Q3 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Benjamin F. Edwards & Company reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 980 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $76K.
  • Benjamin F. Edwards & Company first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2014 and held it in 14 quarters.
  • Benjamin F. Edwards & Company's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $77K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.