POWERSHARES EXCHANGE TRADED LARGE VALUE - 739371201
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wharton Business Group, LLC | History | New | 500,000 | 14,950 | 1.65% | — | 1 | +500,000 | New | Q2 2014 | Aug 11, 2014 |
| HighTower Advisors, LLC | History | No change | 63,834 | 1,849 | 0.04% | 0.04% | 2 | 0 | 0.0% | Q1 2014 | May 15, 2014 |
| RAYMOND JAMES & ASSOCIATES | History | No change | 37,659 | 1,091 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2014 | May 13, 2014 |
| BANK OF AMERICA CORP /DE/ | History | No change | 28,023 | 812 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q1 2014 | May 15, 2014 |
| LPL Financial LLC | History | Added to | 18,336 | 548 | 0.0% | 0.0% | 5 | +2,965 | 19.29% | Q2 2014 | Aug 05, 2014 |
| MORGAN STANLEY | History | No change | 9,411 | 273 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2014 | May 13, 2014 |
| ROYAL BANK OF CANADA | History | No change | 4,157 | 120 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2014 | May 15, 2014 |
| UBS AG | History | No change | 475 | 14 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2014 | May 16, 2014 |
| MetLife Securities, Inc | History | No change | 223 | 7 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| Commonwealth Equity Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,109 | -100.0% | Q2 2014 | Jul 23, 2014 |
| Tower Research Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2014 | May 02, 2014 |