Ullmann Wealth Partners Group’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,774	Closed	-$357K	–	58
2018 Q1	$357K	Sell	7,774 -625	-7%	-$28.7K	0.25%	32
2017 Q4	$400K	Sell	8,399 -6,911	-45%	-$329K	0.27%	30
2017 Q3	$623K	Buy	15,310 +5,878	+62%	+$239K	0.62%	25
2017 Q2	$414K	Buy	9,432 +913	+11%	+$40.1K	0.3%	36
2017 Q1	$370K	Sell	8,519 -2,322	-21%	-$101K	0.31%	36
2016 Q4	$467K	Buy	+10,841	New	+$467K	0.44%	29

Other funds holding PXMC

LTFS

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

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

Ullmann Wealth Partners Group sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q2 2018, closing a stake of 7,774 shares — an estimated $357K sold.

Ullmann Wealth Partners Group first reported a position in PXMC in Q4 2016 and held it in 6 quarters. The position peaked at $623K in Q3 2017. 1 fund tracked by Wall St. Rank holds PXMC as of Q2 2018.

Ullmann Wealth Partners Group reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Ullmann Wealth Partners Group sold 7,774 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q2 2018, an estimated $357K.
Ullmann Wealth Partners Group first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Ullmann Wealth Partners Group's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $623K in Q3 2017.
1 fund tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q2 2018.

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