POWERSHARES ETF TRUST's ticker is PRFXXXX and the CUSIP is 73935X583.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $680,000 | +2.1% | 6,043 | 0.0% | 0.31% | +7.2% |
| Q1 2018 | $666,000 | -2.9% | 6,043 | 0.0% | 0.29% | -2.0% |
| Q4 2017 | $686,000 | +5.5% | 6,043 | +0.0% | 0.30% | +4.2% |
| Q3 2017 | $650,000 | +4.8% | 6,040 | -0.0% | 0.29% | +1.4% |
| Q2 2017 | $620,000 | 0.0% | 6,043 | 0.0% | 0.28% | -2.7% |
| Q1 2017 | $620,000 | -27.1% | 6,043 | -29.3% | 0.29% | -33.9% |
| Q4 2016 | $850,000 | +6.2% | 8,543 | 0.0% | 0.44% | -20.3% |
| Q3 2016 | $800,000 | +186.7% | 8,543 | +177.4% | 0.55% | +152.1% |
| Q2 2016 | $279,000 | +2.6% | 3,080 | 0.0% | 0.22% | +15.9% |
| Q1 2016 | $272,000 | -49.2% | 3,080 | -50.0% | 0.19% | -47.4% |
| Q4 2015 | $535,000 | – | 6,161 | – | 0.36% | – |
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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% |