BCMIO
PWT

Beacon Capital Management Inc (Ohio)’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2018
Q2 		– Sell
-1,603
Closed -$53K – 97
2018
Q1 		$53K Sell
1,603
-3
-0.2% -$99 ﹤0.01% 34
2017
Q4 		$52K Sell
1,606
-30
-2% -$971 ﹤0.01% 34
2017
Q3 		$50K Sell
1,636
-29
-2% -$886 ﹤0.01% 35
2017
Q2 		$50K Sell
1,665
-264
-14% -$7.93K ﹤0.01% 35
2017
Q1 		$53K Sell
1,929
-273
-12% -$7.5K ﹤0.01% 34
2016
Q4 		$57K Sell
2,202
-987
-31% -$25.5K ﹤0.01% 34
2016
Q3 		$83K Sell
3,189
-452
-12% -$11.8K 0.01% 39
2016
Q2 		$86K Sell
3,641
-287
-7% -$6.78K 0.01% 45
2016
Q1 		$90K Sell
3,928
-1,360
-26% -$31.2K 0.01% 52
2015
Q4 		$130K Sell
5,288
-647
-11% -$15.9K 0.01% 50
2015
Q3 		$138K Sell
5,935
-1,707
-22% -$39.7K 0.01% 48
2015
Q2 		$198K Sell
7,642
-861
-10% -$22.3K 0.02% 48
2015
Q1 		$218K Sell
8,503
-1,804
-18% -$46.3K 0.02% 48
2014
Q4 		$255K Sell
10,307
-251
-2% -$6.21K 0.03% 48
2014
Q3 		$249K Sell
10,558
-738
-7% -$17.4K 0.04% 48
2014
Q2 		$282K Sell
11,296
-157
-1% -$3.92K 0.05% 48
2014
Q1 		$281K Sell
11,453
-303
-3% -$7.43K 0.07% 47
2013
Q4 		$278K Buy
+11,756
New +$278K 0.08% 48

Other funds holding PWT

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio) sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 1,603 shares — an estimated $53K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PWT in Q4 2013 and held it in 18 quarters. The position peaked at $282K in Q2 2014. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 1,603 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $53K.
  • Beacon Capital Management Inc (Ohio) first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2013 and held it in 18 quarters.
  • Beacon Capital Management Inc (Ohio)'s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $282K in Q2 2014.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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