CCA
PWJ

Checchi Capital Advisers’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Checchi Capital Advisers’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-204
Closed -$6K – 1619
2016
Q2 		$6K Hold
204
– – ﹤0.01% 1389
2016
Q1 		$6K Buy
+204
New +$6K ﹤0.01% 1398

Other funds holding PWJ

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Checchi Capital Advisers's PWJ Position: Q3 2016 in Review

Checchi Capital Advisers sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q3 2016, closing a stake of 204 shares — an estimated $6K sold.

Checchi Capital Advisers first reported a position in PWJ in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q2 2016. 28 funds tracked by Wall St. Rank hold PWJ as of Q3 2016.

  • Checchi Capital Advisers reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 204 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2016, an estimated $6K.
  • Checchi Capital Advisers first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $6K in Q2 2016.
  • 28 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.