Global Retirement Partners’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Global Retirement Partners’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 Q2	–	Sell	-295	Closed	-$15K	–	1618
2018 Q1	$15K	Hold	295	–	–	﹤0.01%	855
2017 Q4	$16K	Hold	295	–	–	﹤0.01%	789
2017 Q3	$15K	Hold	295	–	–	0.01%	728
2017 Q2	$14K	Hold	295	–	–	0.01%	701
2017 Q1	$14K	Hold	295	–	–	0.01%	658
2016 Q4	$13K	Buy	+295	New	+$13K	0.01%	631

Other funds holding PXLC

CFA

Cahill Financial Advisors Edina, Minnesota $924M AUM 16.55% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Global Retirement Partners's PXLC Position: Q2 2018 in Review

Global Retirement Partners sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q2 2018, closing a stake of 295 shares — an estimated $15K sold.

Global Retirement Partners first reported a position in PXLC in Q4 2016 and held it in 6 quarters. The position peaked at $16K in Q4 2017. 2 funds tracked by Wall St. Rank hold PXLC as of Q2 2018.

Global Retirement Partners reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Global Retirement Partners sold 295 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q2 2018, an estimated $15K.
Global Retirement Partners first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Global Retirement Partners's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $16K in Q4 2017.
2 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q2 2018.

Based on Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.