Ironwood Financial’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Ironwood Financial’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
2016 Q2	–	Sell	-425	Closed	-$23K	–	309
2016 Q1	$23K	Buy	+425	New	+$23K	0.02%	127
2015 Q3	$21K	Hold	425	–	–	0.01%	169
2015 Q2	$22K	Hold	425	–	–	0.01%	159
2015 Q1	$22K	Hold	425	–	–	0.01%	154
2014 Q4	$21K	Buy	+425	New	+$21K	0.01%	136

Other funds holding XLKS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ironwood Financial's XLKS Position: Q2 2016 in Review

Ironwood Financial sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2016, closing a stake of 425 shares — an estimated $23K sold.

Ironwood Financial first reported a position in XLKS in Q4 2014 and held it in 5 quarters. The position peaked at $23K in Q1 2016. 64 funds tracked by Wall St. Rank hold XLKS as of Q2 2016.

Ironwood Financial reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2016 after selling out during the quarter.
Ironwood Financial sold 425 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2016, an estimated $23K.
Ironwood Financial first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2014 and held it in 5 quarters.
Ironwood Financial's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $23K in Q1 2016.
64 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2016.

Based on Ironwood Financial's 13F filing for Q2 2016, filed 29 Jul 2016.