Ullmann Wealth Partners Group’s POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO PXSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-7,255	Closed	-$296K	–	60
2018 Q1	$296K	Sell	7,255 -165	-2%	-$6.73K	0.21%	40
2017 Q4	$322K	Sell	7,420 -6,805	-48%	-$295K	0.22%	40
2017 Q3	$511K	Buy	14,225 +6,073	+74%	+$218K	0.51%	31
2017 Q2	$325K	Buy	8,152 +194	+2%	+$7.73K	0.23%	45
2017 Q1	$314K	Sell	7,958 -1,905	-19%	-$75.2K	0.26%	41
2016 Q4	$387K	Buy	+9,863	New	+$387K	0.37%	36

Other funds holding PXSC

LTFS

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

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

Ullmann Wealth Partners Group sold out of POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO (PXSC) in Q2 2018, closing a stake of 7,255 shares — an estimated $296K sold.

Ullmann Wealth Partners Group first reported a position in PXSC in Q4 2016 and held it in 6 quarters. The position peaked at $511K in Q3 2017. 1 fund tracked by Wall St. Rank holds PXSC as of Q2 2018.

Ullmann Wealth Partners Group reported no remaining POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Ullmann Wealth Partners Group sold 7,255 POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO shares in Q2 2018, an estimated $296K.
Ullmann Wealth Partners Group first reported a position in POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Ullmann Wealth Partners Group's POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position peaked at $511K in Q3 2017.
1 fund tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO as of Q2 2018.

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