Valeo Financial Advisors’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Valeo Financial Advisors’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	-395	Closed	-$21K	–	1844
2018 Q1	$21K	Buy	+395	New	+$21K	﹤0.01%	707

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

Valeo Financial Advisors's PXLC Position: Q2 2018 in Review

Valeo Financial Advisors sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q2 2018, closing a stake of 395 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in PXLC in Q1 2018 and held it in 1 quarter. The position peaked at $21K in Q1 2018. 2 funds tracked by Wall St. Rank hold PXLC as of Q2 2018.

Valeo Financial Advisors reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Valeo Financial Advisors sold 395 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q2 2018, an estimated $21K.
Valeo Financial Advisors first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q1 2018 and held it in 1 quarter.
Valeo Financial Advisors's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $21K in Q1 2018.
2 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.