UBS Group
PXLC

UBS Group’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

UBS Group’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
-3,994
Closed -$208K – 8696
2018
Q1 		$208K Sell
3,994
-106
-3% -$5.52K ﹤0.01% 4761
2017
Q4 		$217K Sell
4,100
-436
-10% -$23.1K ﹤0.01% 4851
2017
Q3 		$227K Buy
4,536
+2,936
+184% +$147K ﹤0.01% 4763
2017
Q2 		$77K Sell
1,600
-496
-24% -$23.9K ﹤0.01% 5350
2017
Q1 		$97K Buy
2,096
+411
+24% +$19K ﹤0.01% 5099
2016
Q4 		$73K Sell
1,685
-3,692
-69% -$160K ﹤0.01% 5536
2016
Q3 		$224K Buy
5,377
+1,840
+52% +$76.7K ﹤0.01% 4474
2016
Q2 		$140K Buy
3,537
+840
+31% +$33.2K ﹤0.01% 4799
2016
Q1 		$106K Sell
2,697
-2,124
-44% -$83.5K ﹤0.01% 4941
2015
Q4 		$187K Buy
4,821
+1,748
+57% +$67.8K ﹤0.01% 4723
2015
Q3 		$112K Buy
3,073
+1,186
+63% +$43.2K ﹤0.01% 5137
2015
Q2 		$75K Sell
1,887
-1,598
-46% -$65K ﹤0.01% 5648
2015
Q1 		$140K Buy
3,485
+1,407
+68% +$56.6K ﹤0.01% 5164
2014
Q4 		$84K Buy
+2,078
New +$81.6K ﹤0.01% 5893

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

UBS Group's PXLC Position: Q2 2018 in Review

UBS Group sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q2 2018, closing a stake of 3,994 shares — an estimated $208K sold.

UBS Group first reported a position in PXLC in Q4 2014 and held it in 14 quarters. The position peaked at $227K in Q3 2017. 2 funds tracked by Wall St. Rank hold PXLC as of Q2 2018.

  • UBS Group reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • UBS Group sold 3,994 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q2 2018, an estimated $208K.
  • UBS Group first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q4 2014 and held it in 14 quarters.
  • UBS Group's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $227K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q2 2018.

Based on UBS Group's 13F filing for Q2 2018, filed 14 Aug 2018.