BFEC
PWP

Benjamin F. Edwards & Company’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Benjamin F. Edwards & Company’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,407
Closed -$73K – 1719
2018
Q1 		$73K Buy
2,407
+628
+35% +$19K 0.01% 759
2017
Q4 		$56K Hold
1,779
– – 0.01% 788
2017
Q3 		$54K Hold
1,779
– – 0.01% 755
2017
Q2 		$54K Hold
1,779
– – 0.01% 697
2017
Q1 		$56K Sell
1,779
-167
-9% -$5.26K 0.01% 653
2016
Q4 		$61K Hold
1,946
– – 0.01% 576
2016
Q3 		$56K Hold
1,946
– – 0.01% 523
2016
Q2 		$54K Hold
1,946
– – 0.01% 500
2016
Q1 		$52K Sell
1,946
-442
-19% -$11.8K 0.01% 500
2015
Q4 		$59K Hold
2,388
– – 0.01% 486
2015
Q3 		$59K Buy
2,388
+68
+3% +$1.68K 0.01% 489
2015
Q2 		$63K Hold
2,320
– – 0.01% 549
2015
Q1 		$65K Buy
+2,320
New +$65K 0.01% 520

Other funds holding PWP

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Benjamin F. Edwards & Company's PWP Position: Q2 2018 in Review

Benjamin F. Edwards & Company sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 2,407 shares — an estimated $73K sold.

Benjamin F. Edwards & Company first reported a position in PWP in Q1 2015 and held it in 13 quarters. The position peaked at $73K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

  • Benjamin F. Edwards & Company reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,407 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $73K.
  • Benjamin F. Edwards & Company first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q1 2015 and held it in 13 quarters.
  • Benjamin F. Edwards & Company's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $73K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2018, filed 19 Jul 2018.