AG
PWJ

Advisor Group’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Advisor Group’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-17,037
Closed -$776K – 5255
2018
Q1 		$776K Buy
17,037
+365
+2% +$16.6K 0.01% 1022
2017
Q4 		$708K Buy
16,672
+2,124
+15% +$90.2K 0.01% 1103
2017
Q3 		$560K Buy
14,548
+5,573
+62% +$215K 0.01% 1133
2017
Q2 		$328K Buy
8,975
+570
+7% +$20.8K 0.01% 1418
2017
Q1 		$287K Buy
8,405
+323
+4% +$11K 0.01% 1411
2016
Q4 		$251K Sell
8,082
-366
-4% -$11.4K 0.01% 1405
2016
Q3 		$266K Sell
8,448
-80
-0.9% -$2.52K 0.01% 1347
2016
Q2 		$249K Buy
+8,528
New +$249K 0.01% 1310

Other funds holding PWJ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Advisor Group's PWJ Position: Q2 2018 in Review

Advisor Group sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 17,037 shares — an estimated $776K sold.

Advisor Group first reported a position in PWJ in Q2 2016 and held it in 8 quarters. The position peaked at $776K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Advisor Group reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 17,037 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $776K.
  • Advisor Group first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2016 and held it in 8 quarters.
  • Advisor Group's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $776K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Advisor Group's 13F filing for Q2 2018, filed 13 Aug 2018.