AG
PWT

Advisor Group’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Advisor Group’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-29,042
Closed -$965K – 5254
2018
Q1 		$965K Buy
29,042
+1,527
+6% +$50.7K 0.01% 893
2017
Q4 		$884K Buy
27,515
+10,631
+63% +$342K 0.01% 975
2017
Q3 		$521K Buy
16,884
+5,892
+54% +$182K 0.01% 1189
2017
Q2 		$327K Buy
10,992
+650
+6% +$19.3K 0.01% 1421
2017
Q1 		$285K Buy
10,342
+380
+4% +$10.5K 0.01% 1413
2016
Q4 		$259K Hold
9,962
– – 0.01% 1384
2016
Q3 		$259K Hold
9,962
– – 0.01% 1357
2016
Q2 		$234K Buy
+9,962
New +$234K 0.01% 1357

Other funds holding PWT

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Advisor Group's PWT Position: Q2 2018 in Review

Advisor Group sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 29,042 shares — an estimated $965K sold.

Advisor Group first reported a position in PWT in Q2 2016 and held it in 8 quarters. The position peaked at $965K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

  • Advisor Group reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Advisor Group sold 29,042 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $965K.
  • Advisor Group first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2016 and held it in 8 quarters.
  • Advisor Group's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $965K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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