WC
XLKS

Whitnell & Co’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Whitnell & Co’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
-109
Closed -$8K – 420
2018
Q1 		$8K Buy
+109
New +$8K ﹤0.01% 266

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

Whitnell & Co's XLKS Position: Q2 2018 in Review

Whitnell & Co sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2018, closing a stake of 109 shares — an estimated $8K sold.

Whitnell & Co first reported a position in XLKS in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 6 funds tracked by Wall St. Rank hold XLKS as of Q2 2018.

  • Whitnell & Co reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Whitnell & Co sold 109 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2018, an estimated $8K.
  • Whitnell & Co first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Whitnell & Co's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $8K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.