Ameriprise
PWJ

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

Ameriprise’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
-9,255
Closed -$422K – 3786
2018
Q1 		$422K Sell
9,255
-400
-4% -$18.2K ﹤0.01% 3262
2017
Q4 		$410K Buy
9,655
+72
+0.8% +$3.06K ﹤0.01% 3268
2017
Q3 		$369K Buy
9,583
+3,733
+64% +$144K ﹤0.01% 3324
2017
Q2 		$214K Sell
5,850
-1,026
-15% -$37.5K ﹤0.01% 3542
2017
Q1 		$235K Buy
+6,876
New +$235K ﹤0.01% 3430
2014
Q4 		– Sell
-9,727
Closed -$297K – 5495
2014
Q3 		$297K Sell
9,727
-799
-8% -$24.4K ﹤0.01% 3231
2014
Q2 		$324K Sell
10,526
-1,862
-15% -$57.3K ﹤0.01% 3136
2014
Q1 		$372K Buy
12,388
+737
+6% +$22.1K ﹤0.01% 3044
2013
Q4 		$338K Buy
11,651
+3
+0% +$87 ﹤0.01% 2978
2013
Q3 		$316K Buy
11,648
+477
+4% +$12.9K ﹤0.01% 3010
2013
Q2 		$289K Buy
+11,171
New +$289K ﹤0.01% 2963

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

Ameriprise's PWJ Position: Q2 2018 in Review

Ameriprise sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 9,255 shares — an estimated $422K sold.

Ameriprise first reported a position in PWJ in Q2 2013 and held it in 11 quarters. The position peaked at $422K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Ameriprise reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Ameriprise sold 9,255 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $422K.
  • Ameriprise first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 11 quarters.
  • Ameriprise's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $422K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Ameriprise's 13F filing for Q2 2018, filed 14 Aug 2018.