WP
XLKS

WealthPLAN Partners’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$2.79K Sell
44
-44
-50% -$2.79K ﹤0.01% 813
2016
Q2 		$2.44K Buy
+88
New +$2.44K ﹤0.01% 2205

Other funds holding XLKS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

WealthPLAN Partners's XLKS Position: Q3 2016 in Review

WealthPLAN Partners reduced its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) stake by 50% in Q3 2016, selling an estimated $2.79K and leaving 44 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

WealthPLAN Partners first reported a position in XLKS in Q2 2016 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold XLKS as of Q3 2016.

  • WealthPLAN Partners held 44 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $2.79K as of Q3 2016.
  • WealthPLAN Partners sold 44 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q3 2016, an estimated $2.79K.
  • POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #813 holding.
  • WealthPLAN Partners first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2016 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.