Ameriprise
PWT

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

Ameriprise’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
2014
Q4 		– Sell
-950
Closed -$22K – 5494
2014
Q3 		$22K Hold
950
– – ﹤0.01% 4447
2014
Q2 		$24K Hold
950
– – ﹤0.01% 4254
2014
Q1 		$23K Hold
950
– – ﹤0.01% 4149
2013
Q4 		$22K Hold
950
– – ﹤0.01% 4038
2013
Q3 		$21K Hold
950
– – ﹤0.01% 4399
2013
Q2 		$19K Buy
+950
New +$19K ﹤0.01% 4339

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise's PWT Position: Q4 2014 in Review

Ameriprise sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q4 2014, closing a stake of 950 shares — an estimated $22K sold.

Ameriprise first reported a position in PWT in Q2 2013 and held it in 6 quarters. The position peaked at $24K in Q2 2014. 19 funds tracked by Wall St. Rank hold PWT as of Q4 2014.

  • Ameriprise reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 950 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q4 2014, an estimated $22K.
  • Ameriprise first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2013 and held it in 6 quarters.
  • Ameriprise's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $24K in Q2 2014.
  • 19 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.