CAPTRUST Financial Advisors
PWY

CAPTRUST Financial Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

CAPTRUST Financial 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
2018
Q2 		– Sell
-47
Closed -$1K – 1686
2018
Q1 		$1K Hold
47
– – ﹤0.01% 1318
2017
Q4 		$1K Hold
47
– – ﹤0.01% 1244
2017
Q3 		$1K Buy
+47
New +$1K ﹤0.01% 555

Other funds holding PWY

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

CAPTRUST Financial Advisors's PWY Position: Q2 2018 in Review

CAPTRUST Financial Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 47 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in PWY in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

  • CAPTRUST Financial Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 47 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q3 2017 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $1K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.