IA
XLKS

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

IFP 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
-766
Closed -$59K – 4304
2018
Q1 		$59K Hold
766
– – ﹤0.01% 1725
2017
Q4 		$59K Buy
766
+37
+5% +$2.85K ﹤0.01% 1742
2017
Q3 		$58K Hold
729
– – ﹤0.01% 1911
2017
Q2 		$54K Sell
729
-1,069
-59% -$79.2K ﹤0.01% 1917
2017
Q1 		$131K Buy
1,798
+193
+12% +$14.1K 0.01% 1345
2016
Q4 		$112K Buy
1,605
+500
+45% +$34.9K 0.01% 1393
2016
Q3 		$70K Hold
1,105
– – ﹤0.01% 1600
2016
Q2 		$61K Buy
+1,105
New +$61K ﹤0.01% 1657
2016
Q1 		– Sell
-1,693
Closed -$89K – 4554
2015
Q4 		$89K Buy
+1,693
New +$89K 0.01% 1249

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

IFP Advisors's XLKS Position: Q2 2018 in Review

IFP Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 766 shares — an estimated $59K sold.

IFP Advisors first reported a position in XLKS in Q4 2015 and held it in 9 quarters. The position peaked at $131K in Q1 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • IFP Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • IFP Advisors sold 766 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $59K.
  • IFP Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2015 and held it in 9 quarters.
  • IFP Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $131K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.