GRP
XLKS

Global Retirement Partners’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Global Retirement Partners’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
-823
Closed -$64K – 1622
2018
Q1 		$64K Hold
823
– – 0.02% 470
2017
Q4 		$63K Hold
823
– – 0.02% 451
2017
Q3 		$65K Hold
823
– – 0.03% 389
2017
Q2 		$61K Buy
823
+46
+6% +$3.41K 0.03% 380
2017
Q1 		$57K Hold
777
– – 0.03% 358
2016
Q4 		$54K Buy
+777
New +$54K 0.04% 344

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

Global Retirement Partners's XLKS Position: Q2 2018 in Review

Global Retirement Partners sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 823 shares — an estimated $64K sold.

Global Retirement Partners first reported a position in XLKS in Q4 2016 and held it in 6 quarters. The position peaked at $65K in Q3 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Global Retirement Partners reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Global Retirement Partners sold 823 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $64K.
  • Global Retirement Partners first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Global Retirement Partners's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $65K in Q3 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.