Contravisory Investment Management’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Contravisory Investment 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
2014 Q4	–	Sell	-505	Closed	-$23K	–	182
2014 Q3	$23K	Hold	505	–	–	﹤0.01%	103
2014 Q2	$24K	Sell	505 -8,663	-94%	-$412K	﹤0.01%	101
2014 Q1	$416K	Buy	+9,168	New	+$416K	0.08%	50

Other funds holding XLKS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Contravisory Investment Management's XLKS Position: Q4 2014 in Review

Contravisory Investment Management sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2014, closing a stake of 505 shares — an estimated $23K sold.

Contravisory Investment Management first reported a position in XLKS in Q1 2014 and held it in 3 quarters. The position peaked at $416K in Q1 2014. 40 funds tracked by Wall St. Rank hold XLKS as of Q4 2014.

Contravisory Investment Management reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2014 after selling out during the quarter.
Contravisory Investment Management sold 505 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2014, an estimated $23K.
Contravisory Investment Management first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q1 2014 and held it in 3 quarters.
Contravisory Investment Management's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $416K in Q1 2014.
40 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2014.

Based on Contravisory Investment Management's 13F filing for Q4 2014, filed 12 Jan 2015.