BIG
PWO

Bellwether Investment Group’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Bellwether Investment Group’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-150
Closed -$13K – 789
2017
Q1 		$13K Hold
150
– – 0.03% 429
2016
Q4 		$12K Buy
+150
New +$12K 0.01% 601

Other funds holding PWO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellwether Investment Group's PWO Position: Q2 2017 in Review

Bellwether Investment Group sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q2 2017, closing a stake of 150 shares — an estimated $13K sold.

Bellwether Investment Group first reported a position in PWO in Q4 2016 and held it in 2 quarters. The position peaked at $13K in Q1 2017. 24 funds tracked by Wall St. Rank hold PWO as of Q2 2017.

  • Bellwether Investment Group reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 150 POWER SHARES ETF DYNAMIC OTC shares in Q2 2017, an estimated $13K.
  • Bellwether Investment Group first reported a position in POWER SHARES ETF DYNAMIC OTC in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's POWER SHARES ETF DYNAMIC OTC position peaked at $13K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.