Stifel Financial
XLKS

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

Stifel Financial’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
-3,012
Closed -$234K – 2850
2018
Q1 		$234K Sell
3,012
-9,163
-75% -$712K ﹤0.01% 2391
2017
Q4 		$928K Sell
12,175
-135
-1% -$10.3K ﹤0.01% 1568
2017
Q3 		$971K Buy
12,310
+1,768
+17% +$139K ﹤0.01% 1495
2017
Q2 		$775K Hold
10,542
– – ﹤0.01% 1603
2017
Q1 		$766K Buy
10,542
+411
+4% +$29.9K ﹤0.01% 1588
2016
Q4 		$706K Buy
10,131
+1,240
+14% +$86.4K ﹤0.01% 1590
2016
Q3 		$564K Buy
8,891
+2,112
+31% +$134K ﹤0.01% 1657
2016
Q2 		$376K Buy
6,779
+818
+14% +$45.4K ﹤0.01% 1917
2016
Q1 		$328K Sell
5,961
-3,276
-35% -$180K ﹤0.01% 1778
2015
Q4 		$484K Buy
9,237
+871
+10% +$45.6K ﹤0.01% 1685
2015
Q3 		$406K Sell
8,366
-409
-5% -$19.8K ﹤0.01% 1675
2015
Q2 		$459K Sell
8,775
-418
-5% -$21.9K ﹤0.01% 1728
2015
Q1 		$485K Buy
9,193
+718
+8% +$37.9K ﹤0.01% 1639
2014
Q4 		$426K Sell
8,475
-21,558
-72% -$1.08M ﹤0.01% 1699
2014
Q3 		$1.35M Buy
30,033
+1,340
+5% +$60.1K 0.01% 952
2014
Q2 		$1.35M Buy
28,693
+81
+0.3% +$3.8K 0.01% 959
2014
Q1 		$1.3M Buy
+28,612
New +$1.3M 0.01% 923

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

Stifel Financial's XLKS Position: Q2 2018 in Review

Stifel Financial sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 3,012 shares — an estimated $234K sold.

Stifel Financial first reported a position in XLKS in Q1 2014 and held it in 17 quarters. The position peaked at $1.35M in Q3 2014. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Stifel Financial reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Stifel Financial sold 3,012 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $234K.
  • Stifel Financial first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q1 2014 and held it in 17 quarters.
  • Stifel Financial's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $1.35M in Q3 2014.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.