Cambridge Investment Research Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PWY Stock Details PWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-7,705	Closed	-$233K	–	2209
2017 Q3	$233K	Hold	7,705	–	–	﹤0.01%	1720
2017 Q2	$225K	Sell	7,705 -305	-4%	-$8.91K	﹤0.01%	1679
2017 Q1	$233K	Buy	+8,010	New	+$233K	﹤0.01%	1532
2014 Q3	–	Sell	-8,245	Closed	-$213K	–	1541
2014 Q2	$213K	Sell	8,245 -1,050	-11%	-$27.1K	0.01%	1172
2014 Q1	$235K	Buy	+9,295	New	+$235K	0.01%	1072

Other funds holding PWY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors's PWY Position: Q4 2017 in Review

Cambridge Investment Research Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q4 2017, closing a stake of 7,705 shares — an estimated $233K sold.

Cambridge Investment Research Advisors first reported a position in PWY in Q1 2014 and held it in 5 quarters. The position peaked at $235K in Q1 2014. 37 funds tracked by Wall St. Rank hold PWY as of Q4 2017.

Cambridge Investment Research Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q4 2017 after selling out during the quarter.
Cambridge Investment Research Advisors sold 7,705 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q4 2017, an estimated $233K.
Cambridge Investment Research Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q1 2014 and held it in 5 quarters.
Cambridge Investment Research Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $235K in Q1 2014.
37 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q4 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.