Benjamin F. Edwards & Company’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,744
| Closed | -$216K | – | 1711 |
|
|
2018
Q1 | $216K | Hold |
4,744
| – | – | 0.02% | 488 |
|
|
2017
Q4 | $201K | Hold |
4,744
| – | – | 0.02% | 483 |
|
|
2017
Q3 | $183K | Hold |
4,744
| – | – | 0.02% | 475 |
|
|
2017
Q2 | $174K | Hold |
4,744
| – | – | 0.02% | 469 |
|
|
2017
Q1 | $162K | Buy |
4,744
+164
| +4% | +$5.6K | 0.02% | 449 |
|
|
2016
Q4 | $142K | Hold |
4,580
| – | – | 0.02% | 438 |
|
|
2016
Q3 | $144K | Hold |
4,580
| – | – | 0.03% | 380 |
|
|
2016
Q2 | $135K | Hold |
4,580
| – | – | 0.03% | 364 |
|
|
2016
Q1 | $132K | Sell |
4,580
-381
| -8% | -$11K | 0.03% | 350 |
|
|
2015
Q4 | $149K | Hold |
4,961
| – | – | 0.03% | 353 |
|
|
2015
Q3 | $143K | Sell |
4,961
-56
| -1% | -$1.61K | 0.03% | 354 |
|
|
2015
Q2 | $161K | Hold |
5,017
| – | – | 0.03% | 374 |
|
|
2015
Q1 | $163K | Buy |
5,017
+2,015
| +67% | +$65.5K | 0.03% | 360 |
|
|
2014
Q4 | $95K | Hold |
3,002
| – | – | 0.02% | 398 |
|
|
2014
Q3 | $92K | Hold |
3,002
| – | – | 0.02% | 410 |
|
|
2014
Q2 | $92K | Hold |
3,002
| – | – | 0.02% | 396 |
|
|
2014
Q1 | $90K | Hold |
3,002
| – | – | 0.02% | 387 |
|
|
2013
Q4 | $87K | Hold |
3,002
| – | – | 0.03% | 359 |
|
|
2013
Q3 | $81K | Hold |
3,002
| – | – | 0.03% | 335 |
|
|
2013
Q2 | $77K | Buy |
+3,002
| New | +$77K | 0.03% | 324 |
|
Other funds holding PWJ
Benjamin F. Edwards & Company's PWJ Position: Q2 2018 in Review
Benjamin F. Edwards & Company sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 4,744 shares — an estimated $216K sold.
Benjamin F. Edwards & Company first reported a position in PWJ in Q2 2013 and held it in 20 quarters. The position peaked at $216K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.
- Benjamin F. Edwards & Company reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
- Benjamin F. Edwards & Company sold 4,744 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $216K.
- Benjamin F. Edwards & Company first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 20 quarters.
- Benjamin F. Edwards & Company's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $216K in Q1 2018.
- 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.
Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.