BFEC
PWT

Benjamin F. Edwards & Company’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Benjamin F. Edwards & Company’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
-1,683
Closed -$56K – 1710
2018
Q1 		$56K Hold
1,683
– – 0.01% 823
2017
Q4 		$54K Hold
1,683
– – 0.01% 795
2017
Q3 		$52K Hold
1,683
– – 0.01% 766
2017
Q2 		$50K Hold
1,683
– – 0.01% 712
2017
Q1 		$46K Buy
1,683
+171
+11% +$4.67K 0.01% 688
2016
Q4 		$39K Hold
1,512
– – 0.01% 665
2016
Q3 		$39K Hold
1,512
– – 0.01% 583
2016
Q2 		$36K Hold
1,512
– – 0.01% 581
2016
Q1 		$35K Sell
1,512
-478
-24% -$11.1K 0.01% 579
2015
Q4 		$49K Hold
1,990
– – 0.01% 525
2015
Q3 		$46K Sell
1,990
-95
-5% -$2.2K 0.01% 541
2015
Q2 		$54K Hold
2,085
– – 0.01% 579
2015
Q1 		$53K Buy
+2,085
New +$53K 0.01% 556

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

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

Benjamin F. Edwards & Company sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 1,683 shares — an estimated $56K sold.

Benjamin F. Edwards & Company first reported a position in PWT in Q1 2015 and held it in 13 quarters. The position peaked at $56K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

  • Benjamin F. Edwards & Company reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,683 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $56K.
  • Benjamin F. Edwards & Company first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q1 2015 and held it in 13 quarters.
  • Benjamin F. Edwards & Company's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $56K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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