Ameriprise
PWP

Ameriprise’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Ameriprise’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-95,609
Closed -$3M – 3896
2017
Q1 		$3M Buy
+95,609
New +$3M ﹤0.01% 2387
2014
Q4 		– Sell
-4,809
Closed -$126K – 5540
2014
Q3 		$126K Buy
4,809
+141
+3% +$3.69K ﹤0.01% 3589
2014
Q2 		$128K Buy
4,668
+1,602
+52% +$43.9K ﹤0.01% 3498
2014
Q1 		$79K Buy
3,066
+909
+42% +$23.4K ﹤0.01% 3607
2013
Q4 		$53K Hold
2,157
– – ﹤0.01% 3642
2013
Q3 		$49K Hold
2,157
– – ﹤0.01% 3833
2013
Q2 		$46K Buy
+2,157
New +$46K ﹤0.01% 3767

Other funds holding PWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise's PWP Position: Q2 2017 in Review

Ameriprise sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2017, closing a stake of 95,609 shares — an estimated $3M sold.

Ameriprise first reported a position in PWP in Q2 2013 and held it in 7 quarters. The position peaked at $3M in Q1 2017. 27 funds tracked by Wall St. Rank hold PWP as of Q2 2017.

  • Ameriprise reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2017 after selling out during the quarter.
  • Ameriprise sold 95,609 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2017, an estimated $3M.
  • Ameriprise first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2013 and held it in 7 quarters.
  • Ameriprise's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $3M in Q1 2017.
  • 27 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2017.

Based on Ameriprise's 13F filing for Q2 2017, filed 10 Aug 2017.