MPWT
XLKS

MassMutual Private Wealth & Trust’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

MassMutual Private Wealth & Trust’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
2017
Q4 		– Sell
-355
Closed -$28.1K – 1011
2017
Q3 		$28.1K Hold
355
– – ﹤0.01% 585
2017
Q2 		$26.3K Hold
355
– – ﹤0.01% 572
2017
Q1 		$25.9K Hold
355
– – ﹤0.01% 556
2016
Q4 		$24.7K Buy
+355
New +$24.7K ﹤0.01% 409

Other funds holding XLKS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MassMutual Private Wealth & Trust's XLKS Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2017, closing a stake of 355 shares — an estimated $28.1K sold.

MassMutual Private Wealth & Trust first reported a position in XLKS in Q4 2016 and held it in 4 quarters. The position peaked at $28.1K in Q3 2017. 87 funds tracked by Wall St. Rank hold XLKS as of Q4 2017.

  • MassMutual Private Wealth & Trust reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 355 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2017, an estimated $28.1K.
  • MassMutual Private Wealth & Trust first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and held it in 4 quarters.
  • MassMutual Private Wealth & Trust's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $28.1K in Q3 2017.
  • 87 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.