AF
PWJ

Advisornet Financial’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Advisornet Financial’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
-1,415
Closed -$64K – 1714
2018
Q1 		$64K Hold
1,415
– – 0.01% 638
2017
Q4 		$60K Buy
+1,415
New +$60K 0.01% 603

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

Advisornet Financial's PWJ Position: Q2 2018 in Review

Advisornet Financial sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 1,415 shares — an estimated $64K sold.

Advisornet Financial first reported a position in PWJ in Q4 2017 and held it in 2 quarters. The position peaked at $64K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Advisornet Financial reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Advisornet Financial sold 1,415 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $64K.
  • Advisornet Financial first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2017 and held it in 2 quarters.
  • Advisornet Financial's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $64K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Advisornet Financial's 13F filing for Q2 2018, filed 27 Jul 2018.