FANJ
XLKS

Financial Architects (New Jersey)’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Financial Architects (New Jersey)’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
-95
Closed -$7K – 1616
2018
Q1 		$7K Hold
95
– – ﹤0.01% 1194
2017
Q4 		$7K Hold
95
– – ﹤0.01% 1244
2017
Q3 		$8K Hold
95
– – ﹤0.01% 1201
2017
Q2 		$7K Hold
95
– – ﹤0.01% 1230
2017
Q1 		$7K Hold
95
– – ﹤0.01% 1238
2016
Q4 		$7K Buy
+95
New +$7K ﹤0.01% 1112

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

Financial Architects (New Jersey)'s XLKS Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 95 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in XLKS in Q4 2016 and held it in 6 quarters. The position peaked at $8K in Q3 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 95 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $7K.
  • Financial Architects (New Jersey) first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $8K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.