UWPG
PWP

Ullmann Wealth Partners Group’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Ullmann Wealth Partners Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,562
Closed -$312K – 64
2018
Q1 		$312K Sell
10,562
-1,232
-10% -$36.4K 0.22% 36
2017
Q4 		$369K Sell
11,794
-10,654
-47% -$333K 0.25% 35
2017
Q3 		$647K Buy
22,448
+6,595
+42% +$190K 0.65% 24
2017
Q2 		$479K Buy
15,853
+2,815
+22% +$85.1K 0.34% 31
2017
Q1 		$409K Sell
13,038
-1,342
-9% -$42.1K 0.34% 31
2016
Q4 		$457K Buy
+14,380
New +$457K 0.43% 33

Other funds holding PWP

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

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

Ullmann Wealth Partners Group sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 10,562 shares — an estimated $312K sold.

Ullmann Wealth Partners Group first reported a position in PWP in Q4 2016 and held it in 6 quarters. The position peaked at $647K in Q3 2017. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

  • Ullmann Wealth Partners Group reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 10,562 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $312K.
  • Ullmann Wealth Partners Group first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2016 and held it in 6 quarters.
  • Ullmann Wealth Partners Group's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $647K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

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