OIA
XLKS

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

Optimum Investment 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
2018
Q2 		– Sell
-110
Closed -$9K – 1124
2018
Q1 		$9K Buy
+110
New +$9K ﹤0.01% 842
2015
Q1 		$6K Hold
110
– – ﹤0.01% 876
2014
Q4 		$6K Hold
110
– – ﹤0.01% 912
2014
Q3 		$5K Hold
110
– – ﹤0.01% 850
2014
Q2 		$5K Buy
+110
New +$5K ﹤0.01% 847

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
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Optimum Investment Advisors's XLKS Position: Q2 2018 in Review

Optimum Investment Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 110 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in XLKS in Q2 2014 and held it in 5 quarters. The position peaked at $9K in Q1 2018. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Optimum Investment Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 110 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $9K.
  • Optimum Investment Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2014 and held it in 5 quarters.
  • Optimum Investment Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $9K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.