BTS
PWJ

BB&T Securities’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

BB&T Securities’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
2017
Q4 		– Sell
-213,785
Closed -$8.23M – 1545
2017
Q3 		$8.23M Buy
+213,785
New +$8.23M 0.11% 250

Other funds holding PWJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BB&T Securities's PWJ Position: Q4 2017 in Review

BB&T Securities sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2017, closing a stake of 213,785 shares — an estimated $8.23M sold.

BB&T Securities first reported a position in PWJ in Q3 2017 and held it in 1 quarter. The position peaked at $8.23M in Q3 2017. 34 funds tracked by Wall St. Rank hold PWJ as of Q4 2017.

  • BB&T Securities reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • BB&T Securities sold 213,785 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2017, an estimated $8.23M.
  • BB&T Securities first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q3 2017 and held it in 1 quarter.
  • BB&T Securities's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $8.23M in Q3 2017.
  • 34 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2017.

Based on BB&T Securities's 13F filing for Q4 2017, filed 15 Feb 2018.