VSWA
XLKS

Vontobel Swiss Wealth Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Vontobel Swiss Wealth 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
-23,369
Closed -$1.81M – 91
2018
Q1 		$1.81M Buy
23,369
+155
+0.7% +$12K 0.96% 33
2017
Q4 		$1.78M Sell
23,214
-205
-0.9% -$15.7K 1.05% 34
2017
Q3 		$1.85M Buy
23,419
+321
+1% +$25.4K 1.13% 31
2017
Q2 		$1.71M Buy
23,098
+290
+1% +$21.5K 1.09% 31
2017
Q1 		$1.67M Buy
22,808
+37
+0.2% +$2.7K 0.9% 39
2016
Q4 		$1.59M Sell
22,771
-11,953
-34% -$833K 0.97% 38
2016
Q3 		$2.21M Sell
34,724
-4,530
-12% -$288K 1.18% 28
2016
Q2 		$1.96M Buy
39,254
+485
+1% +$24.2K 1.16% 31
2016
Q1 		$2.14M Buy
38,769
+3,575
+10% +$197K 1.14% 35
2015
Q4 		$1.84M Sell
35,194
-375
-1% -$19.6K 1.08% 33
2015
Q3 		$1.69M Sell
35,569
-7,225
-17% -$343K 1.16% 31
2015
Q2 		$2.01M Buy
42,794
+10,458
+32% +$490K 1.34% 26
2015
Q1 		$1.7M Buy
32,336
+82
+0.3% +$4.32K 1.16% 28
2014
Q4 		$1.62M Buy
+32,254
New +$1.62M 1.18% 25

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

Vontobel Swiss Wealth Advisors's XLKS Position: Q2 2018 in Review

Vontobel Swiss Wealth Advisors sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 23,369 shares — an estimated $1.81M sold.

Vontobel Swiss Wealth Advisors first reported a position in XLKS in Q4 2014 and held it in 14 quarters. The position peaked at $2.21M in Q3 2016. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Vontobel Swiss Wealth Advisors reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 23,369 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $1.81M.
  • Vontobel Swiss Wealth Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2014 and held it in 14 quarters.
  • Vontobel Swiss Wealth Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $2.21M in Q3 2016.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.