POWERSHARES ETF TRUST's ticker is PRFXXXX and the CUSIP is 73935X583.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,978,000 | +27.1% | 17,414 | +19.9% | 0.02% | +28.6% |
| Q3 2017 | $1,556,000 | +181.4% | 14,525 | +171.4% | 0.01% | +180.0% |
| Q2 2017 | $553,000 | -70.4% | 5,352 | -71.5% | 0.01% | -68.8% |
| Q4 2016 | $1,869,000 | +0.5% | 18,777 | -5.5% | 0.02% | -20.0% |
| Q3 2016 | $1,860,000 | -70.6% | 19,877 | -71.6% | 0.02% | -55.6% |
| Q2 2016 | $6,325,000 | -31.2% | 69,877 | -33.0% | 0.04% | -31.8% |
| Q1 2016 | $9,189,000 | +21.6% | 104,243 | +19.8% | 0.07% | +22.2% |
| Q4 2015 | $7,556,000 | +3199.6% | 87,016 | +3056.2% | 0.05% | +5300.0% |
| Q3 2015 | $229,000 | -34.6% | 2,757 | -28.5% | 0.00% | -50.0% |
| Q2 2015 | $350,000 | -77.3% | 3,857 | -77.1% | 0.00% | -77.8% |
| Q1 2015 | $1,539,000 | -40.5% | 16,857 | -40.4% | 0.01% | -30.8% |
| Q4 2014 | $2,587,000 | – | 28,295 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kinsight, LLC | 447,894 | $41,923,000 | 22.50% |
| Callan Capital, LLC | 556,243 | $52,064,000 | 21.44% |
| Arbor Investment Advisors, LLC | 392,974 | $36,782,000 | 20.12% |
| TEXAS CAPITAL BANCSHARES INC/TX | 66,930 | $6,265,000 | 14.21% |
| Carroll Financial Associates, Inc. | 981,273 | $91,847,000 | 13.79% |
| Geller Advisors LLC | 203,870 | $19,082,000 | 10.87% |
| Baystate Wealth Management LLC | 397,408 | $37,197,000 | 8.05% |
| Simply Money Advisors | 520,518 | $48,720,000 | 7.50% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 196,541 | $18,396,000 | 7.23% |
| GRIMES & COMPANY, INC. | 495,546 | $46,383,000 | 6.21% |