SPIA
XLKS

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

Steward Partners Investment Advisory’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
-512
Closed -$39K – 2663
2018
Q1 		$39K Sell
512
-69
-12% -$5.26K ﹤0.01% 1094
2017
Q4 		$44K Hold
581
– – ﹤0.01% 879
2017
Q3 		$45K Hold
581
– – ﹤0.01% 719
2017
Q2 		$42K Sell
581
-99
-15% -$7.16K ﹤0.01% 670
2017
Q1 		$49K Buy
680
+228
+50% +$16.4K 0.01% 552
2016
Q4 		$31K Buy
+452
New +$31K 0.01% 398

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 27.61% 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

Steward Partners Investment Advisory's XLKS Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 512 shares — an estimated $39K sold.

Steward Partners Investment Advisory first reported a position in XLKS in Q4 2016 and held it in 6 quarters. The position peaked at $49K in Q1 2017. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Steward Partners Investment Advisory reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 512 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $39K.
  • Steward Partners Investment Advisory first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Steward Partners Investment Advisory's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $49K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.