BCMIO
PWJ

Beacon Capital Management Inc (Ohio)’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-1,864
Closed -$85K – 98
2018
Q1 		$85K Sell
1,864
-171
-8% -$7.8K ﹤0.01% 30
2017
Q4 		$86K Sell
2,035
-24
-1% -$1.01K ﹤0.01% 29
2017
Q3 		$79K Sell
2,059
-6
-0.3% -$230 ﹤0.01% 29
2017
Q2 		$76K Sell
2,065
-356
-15% -$13.1K ﹤0.01% 30
2017
Q1 		$83K Sell
2,421
-357
-13% -$12.2K ﹤0.01% 28
2016
Q4 		$86K Sell
2,778
-1,324
-32% -$41K ﹤0.01% 30
2016
Q3 		$129K Sell
4,102
-621
-13% -$19.5K 0.01% 31
2016
Q2 		$139K Sell
4,723
-390
-8% -$11.5K 0.01% 36
2016
Q1 		$147K Sell
5,113
-1,908
-27% -$54.9K 0.01% 41
2015
Q4 		$211K Sell
7,021
-918
-12% -$27.6K 0.02% 37
2015
Q3 		$229K Sell
7,939
-2,524
-24% -$72.8K 0.02% 31
2015
Q2 		$336K Sell
10,463
-1,056
-9% -$33.9K 0.03% 36
2015
Q1 		$373K Sell
11,519
-2,344
-17% -$75.9K 0.04% 38
2014
Q4 		$440K Sell
13,863
-535
-4% -$17K 0.05% 35
2014
Q3 		$439K Sell
14,398
-728
-5% -$22.2K 0.07% 36
2014
Q2 		$466K Sell
15,126
-571
-4% -$17.6K 0.08% 35
2014
Q1 		$472K Sell
15,697
-534
-3% -$16.1K 0.11% 35
2013
Q4 		$471K Buy
+16,231
New +$471K 0.14% 37

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

Beacon Capital Management Inc (Ohio)'s PWJ Position: Q2 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 1,864 shares — an estimated $85K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PWJ in Q4 2013 and held it in 18 quarters. The position peaked at $472K in Q1 2014. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1,864 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $85K.
  • Beacon Capital Management Inc (Ohio) first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2013 and held it in 18 quarters.
  • Beacon Capital Management Inc (Ohio)'s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $472K in Q1 2014.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2018, filed 16 Jul 2018.