UWPG
PFA

Ullmann Wealth Partners Group’s POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT PFA Stock Holding History

Ullmann Wealth Partners Group’s Portfolio PFA Stock Details PFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-15,903
Closed -$371K – 65
2018
Q1 		$371K Sell
15,903
-302
-2% -$7.04K 0.26% 30
2017
Q4 		$391K Sell
16,205
-8,642
-35% -$209K 0.27% 31
2017
Q3 		$506K Buy
24,847
+4,801
+24% +$97.8K 0.51% 32
2017
Q2 		$449K Buy
20,046
+8,579
+75% +$192K 0.32% 32
2017
Q1 		$239K Buy
11,467
+584
+5% +$12.2K 0.2% 46
2016
Q4 		$217K Buy
+10,883
New +$217K 0.21% 47

Ullmann Wealth Partners Group's PFA Position: Q2 2018 in Review

Ullmann Wealth Partners Group sold out of POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT (PFA) in Q2 2018, closing a stake of 15,903 shares — an estimated $371K sold.

Ullmann Wealth Partners Group first reported a position in PFA in Q4 2016 and held it in 6 quarters. The position peaked at $506K in Q3 2017. 0 funds tracked by Wall St. Rank hold PFA as of Q2 2018.

  • Ullmann Wealth Partners Group reported no remaining POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position as of Q2 2018 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 15,903 POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT shares in Q2 2018, an estimated $371K.
  • Ullmann Wealth Partners Group first reported a position in POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT in Q4 2016 and held it in 6 quarters.
  • Ullmann Wealth Partners Group's POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT position peaked at $506K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held POWERSHARES GLB EXCH TRD FD DYNAMIC DEVEL INTL OPPORT PORT as of Q2 2018.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2018, filed 7 Aug 2018.