POWERSHARES ETF TRUST's ticker is PRFXXXX and the CUSIP is 73935X583.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,864,000 | +7.1% | 16,916 | +10.4% | 0.01% | 0.0% |
| Q4 2017 | $1,741,000 | +5.4% | 15,327 | -0.6% | 0.01% | -8.3% |
| Q3 2017 | $1,652,000 | +14.9% | 15,421 | +10.8% | 0.01% | 0.0% |
| Q2 2017 | $1,438,000 | +13.9% | 13,916 | +12.9% | 0.01% | +9.1% |
| Q1 2017 | $1,263,000 | +5391.3% | 12,325 | +5329.5% | 0.01% | – |
| Q4 2016 | $23,000 | -80.5% | 227 | -82.6% | 0.00% | -100.0% |
| Q2 2016 | $118,000 | -19.2% | 1,305 | -21.3% | 0.00% | 0.0% |
| Q1 2016 | $146,000 | -7.0% | 1,658 | -8.1% | 0.00% | -33.3% |
| Q4 2015 | $157,000 | +4.7% | 1,805 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $150,000 | -8.5% | 1,805 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $164,000 | -0.6% | 1,805 | 0.0% | 0.00% | -20.0% |
| Q1 2015 | $165,000 | -7.3% | 1,805 | -7.3% | 0.01% | 0.0% |
| Q4 2014 | $178,000 | -5.8% | 1,948 | -9.7% | 0.01% | -28.6% |
| Q3 2014 | $189,000 | +13.2% | 2,157 | +14.0% | 0.01% | 0.0% |
| Q2 2014 | $167,000 | +153.0% | 1,892 | +139.5% | 0.01% | +133.3% |
| Q4 2013 | $66,000 | +6500.0% | 790 | +4288.9% | 0.00% | – |
| Q3 2013 | $1,000 | – | 18 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tiedemann Wealth Management Holdings, LLC | 15,576 | $1,610,000 | 59.98% |
| Callan Capital, LLC | 644,014 | $66,572,000 | 25.18% |
| Kinsight, LLC | 379,412 | $39,220,000 | 22.28% |
| Arbor Investment Advisors, LLC | 364,068 | $37,634,000 | 18.57% |
| Carroll Financial Associates, Inc. | 1,097,384 | $113,436,000 | 13.72% |
| TEXAS CAPITAL BANCSHARES INC/TX | 54,039 | $5,586,000 | 12.66% |
| Geller Advisors LLC | 207,047 | $21,402,000 | 10.92% |
| Baystate Wealth Management LLC | 463,309 | $48,379,000 | 8.68% |
| Tillar-Wenstrup Advisors, LLC | 106,104 | $10,968,000 | 8.54% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 209,851 | $21,692,000 | 7.47% |