FA
XLKS

Fortis Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Fortis Advisors’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
-195
Closed -$15K – 342
2018
Q1 		$15K Hold
195
– – 0.01% 230
2017
Q4 		$15K Hold
195
– – 0.01% 216
2017
Q3 		$15K Buy
+195
New +$15K 0.01% 215

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

Fortis Advisors's XLKS Position: Q2 2018 in Review

Fortis Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 195 shares — an estimated $15K sold.

Fortis Advisors first reported a position in XLKS in Q3 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Fortis Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Fortis Advisors sold 195 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $15K.
  • Fortis Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q3 2017 and held it in 3 quarters.
  • Fortis Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $15K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Fortis Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.