WA
XLKS

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

WFG 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
2017
Q2 		$101K Sell
1,363
-292
-18% -$21.6K 0.02% 526
2017
Q1 		$121K Buy
1,655
+319
+24% +$23.3K 0.03% 445
2016
Q4 		$93K Buy
+1,336
New +$93K 0.02% 539

Other funds holding XLKS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's XLKS Position: Q2 2017 in Review

WFG Advisors reduced its POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) stake by 18% in Q2 2017, selling an estimated $21.6K and leaving 1,363 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #526.

WFG Advisors first reported a position in XLKS in Q4 2016 and has held it in 3 quarters since. The position peaked at $121K in Q1 2017. 75 funds tracked by Wall St. Rank hold XLKS as of Q2 2017.

  • WFG Advisors held 1,363 shares of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO worth $101K as of Q2 2017.
  • WFG Advisors sold 292 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2017, an estimated $21.6K.
  • POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #526 holding.
  • WFG Advisors first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q4 2016 and has held it in 3 quarters since.
  • WFG Advisors's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $121K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.