NA
XLKS

NewEdge Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

NewEdge Advisors’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
-2,891
Closed -$234K – 435
2017
Q3 		$234K Buy
2,891
+91
+3% +$7.37K 0.04% 327
2017
Q2 		$210K Buy
+2,800
New +$210K 0.04% 314

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

NewEdge Advisors's XLKS Position: Q4 2017 in Review

NewEdge Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2017, closing a stake of 2,891 shares — an estimated $234K sold.

NewEdge Advisors first reported a position in XLKS in Q2 2017 and held it in 2 quarters. The position peaked at $234K in Q3 2017. 87 funds tracked by Wall St. Rank hold XLKS as of Q4 2017.

  • NewEdge Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • NewEdge Advisors sold 2,891 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2017, an estimated $234K.
  • NewEdge Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2017 and held it in 2 quarters.
  • NewEdge Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $234K in Q3 2017.
  • 87 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2017.

Based on NewEdge Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.