CA
PXLC

Calton & Associates’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Calton & Associates’s Portfolio PXLC Stock Details PXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-559
Closed -$31K – 1549
2017
Q4 		$31K Buy
+559
New +$31K 0.01% 802

Other funds holding PXLC

GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Calton & Associates's PXLC Position: Q1 2018 in Review

Calton & Associates sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q1 2018, closing a stake of 559 shares — an estimated $31K sold.

Calton & Associates first reported a position in PXLC in Q4 2017 and held it in 1 quarter. The position peaked at $31K in Q4 2017. 27 funds tracked by Wall St. Rank hold PXLC as of Q1 2018.

  • Calton & Associates reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 559 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q1 2018, an estimated $31K.
  • Calton & Associates first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $31K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.