I2I
XLKS

Insight 2811 Inc’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Insight 2811 Inc’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
2013
Q3 		– Sell
-1,850
Closed -$66K – 203
2013
Q2 		$66K Buy
+1,850
New +$66K 0.04% 146

Other funds holding XLKS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Insight 2811 Inc's XLKS Position: Q3 2013 in Review

Insight 2811 Inc sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q3 2013, closing a stake of 1,850 shares — an estimated $66K sold.

Insight 2811 Inc first reported a position in XLKS in Q2 2013 and held it in 1 quarter. The position peaked at $66K in Q2 2013. 22 funds tracked by Wall St. Rank hold XLKS as of Q3 2013.

  • Insight 2811 Inc reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Insight 2811 Inc sold 1,850 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2013, an estimated $66K.
  • Insight 2811 Inc first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Insight 2811 Inc's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $66K in Q2 2013.
  • 22 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2013.

Based on Insight 2811 Inc's 13F filing for Q3 2013, filed 4 Nov 2013.