Ullmann Wealth Partners Group’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6,751	Closed	-$216K	–	61
2018 Q1	$216K	Sell	6,751 -898	-12%	-$28.7K	0.15%	49
2017 Q4	$245K	Sell	7,649 -12,877	-63%	-$412K	0.17%	48
2017 Q3	$533K	Buy	20,526 +3,636	+22%	+$94.4K	0.53%	29
2017 Q2	$502K	Buy	16,890 +4,290	+34%	+$128K	0.36%	28
2017 Q1	$346K	Sell	12,600 -1,853	-13%	-$50.9K	0.29%	38
2016 Q4	$378K	Buy	+14,453	New	+$378K	0.36%	37

Other funds holding PWT

LTFS

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

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Ullmann Wealth Partners Group sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 6,751 shares — an estimated $216K sold.

Ullmann Wealth Partners Group first reported a position in PWT in Q4 2016 and held it in 6 quarters. The position peaked at $533K in Q3 2017. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

Ullmann Wealth Partners Group reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Ullmann Wealth Partners Group sold 6,751 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $216K.
Ullmann Wealth Partners Group first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2016 and held it in 6 quarters.
Ullmann Wealth Partners Group's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $533K in Q3 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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