Ullmann Wealth Partners Group’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Ullmann Wealth Partners Group’s Portfolio PWJ Stock Details PWJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-58,807	Closed	-$2.61M	–	62
2018 Q1	$2.61M	Sell	58,807 -7,293	-11%	-$324K	1.85%	13
2017 Q4	$2.81M	Sell	66,100 -64,601	-49%	-$2.74M	1.93%	15
2017 Q3	$4.12M	Buy	130,701 +42,474	+48%	+$1.34M	4.12%	9
2017 Q2	$3.23M	Buy	88,227 +6,366	+8%	+$233K	2.32%	12
2017 Q1	$2.79M	Sell	81,861 -12,902	-14%	-$440K	2.31%	13
2016 Q4	$3.09M	Buy	+94,763	New	+$3.09M	2.93%	12

Other funds holding PWJ

LTFS

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Ullmann Wealth Partners Group sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 58,807 shares — an estimated $2.61M sold.

Ullmann Wealth Partners Group first reported a position in PWJ in Q4 2016 and held it in 6 quarters. The position peaked at $4.12M in Q3 2017. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

Ullmann Wealth Partners Group reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Ullmann Wealth Partners Group sold 58,807 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $2.61M.
Ullmann Wealth Partners Group first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2016 and held it in 6 quarters.
Ullmann Wealth Partners Group's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $4.12M in Q3 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

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