Ullmann Wealth Partners Group’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Ullmann Wealth Partners 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	-4,589	Closed	-$231K	–	59
2018 Q1	$231K	Sell	4,589 -251	-5%	-$12.6K	0.16%	47
2017 Q4	$256K	Sell	4,840 -882	-15%	-$46.7K	0.18%	47
2017 Q3	$238K	Buy	5,722 +249	+5%	+$10.4K	0.24%	44
2017 Q2	$262K	Buy	5,473 +523	+11%	+$25K	0.19%	47
2017 Q1	$228K	Sell	4,950 -601	-11%	-$27.7K	0.19%	47
2016 Q4	$247K	Buy	+5,551	New	+$247K	0.23%	41

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

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

Ullmann Wealth Partners Group sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q2 2018, closing a stake of 4,589 shares — an estimated $231K sold.

Ullmann Wealth Partners Group first reported a position in PXLC in Q4 2016 and held it in 6 quarters. The position peaked at $262K in Q2 2017. 2 funds tracked by Wall St. Rank hold PXLC as of Q2 2018.

Ullmann Wealth Partners Group reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Ullmann Wealth Partners Group sold 4,589 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q2 2018, an estimated $231K.
Ullmann Wealth Partners Group first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Ullmann Wealth Partners Group's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $262K in Q2 2017.
2 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q2 2018.

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