NFP
XLKS

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

Narus Financial 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
2017
Q3 		$500K Hold
6,328
– – 0.44% 34
2017
Q2 		$468K Buy
6,328
+83
+1% +$6.14K 0.43% 33
2017
Q1 		$456K Sell
6,245
-195
-3% -$14.2K 0.44% 33
2016
Q4 		$449K Buy
+6,440
New +$449K 0.47% 30

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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Narus Financial Partners's XLKS Position: Q3 2017 in Review

Narus Financial Partners held its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) position steady in Q3 2017 at 6,328 shares worth $500K. The position accounts for 0.44% of the portfolio, ranked #34.

Narus Financial Partners first reported a position in XLKS in Q4 2016 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold XLKS as of Q3 2017.

  • Narus Financial Partners held 6,328 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $500K as of Q3 2017.
  • Narus Financial Partners left its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO share count unchanged in Q3 2017.
  • POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up 0.44% of Narus Financial Partners's portfolio in Q3 2017, its #34 holding.
  • Narus Financial Partners first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.