JIP
XLKS

Jaffetilchin Investment Partners’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Jaffetilchin Investment 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
Q3 		– Sell
-3,150
Closed -$259K – 347
2018
Q2 		$259K Buy
3,150
+450
+17% +$37K 0.06% 243
2018
Q1 		$210K Sell
2,700
-2,455
-48% -$191K 0.05% 305
2017
Q4 		$394K Sell
5,155
-4,236
-45% -$324K 0.13% 152
2017
Q3 		$742K Buy
9,391
+3,972
+73% +$314K 0.17% 100
2017
Q2 		$401K Sell
5,419
-3,474
-39% -$257K 0.14% 130
2017
Q1 		$649K Sell
8,893
-1,078
-11% -$78.7K 0.17% 101
2016
Q4 		$694K Sell
9,971
-160
-2% -$11.1K 0.21% 80
2016
Q3 		$643K Buy
10,131
+609
+6% +$38.7K 0.2% 74
2016
Q2 		$529K Buy
9,522
+372
+4% +$20.7K 0.16% 99
2016
Q1 		$504K Buy
9,150
+5,185
+131% +$286K 0.16% 78
2015
Q4 		$207K Buy
+3,965
New +$207K 0.07% 174

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
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Jaffetilchin Investment Partners's XLKS Position: Q3 2018 in Review

Jaffetilchin Investment Partners sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q3 2018, closing a stake of 3,150 shares — an estimated $259K sold.

Jaffetilchin Investment Partners first reported a position in XLKS in Q4 2015 and held it in 11 quarters. The position peaked at $742K in Q3 2017. 2 funds tracked by Wall St. Rank hold XLKS as of Q3 2018.

  • Jaffetilchin Investment Partners reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q3 2018 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3,150 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2018, an estimated $259K.
  • Jaffetilchin Investment Partners first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2015 and held it in 11 quarters.
  • Jaffetilchin Investment Partners's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $742K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2018.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2018, filed 5 Oct 2018.