Citadel Advisors’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Citadel Advisors’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
2017 Q2	–	Sell	-6,122	Closed	-$209K	–	8674
2017 Q1	$209K	Sell	6,122 -7,806	-56%	-$266K	﹤0.01%	6447
2016 Q4	$432K	Buy	13,928 +895	+7%	+$27.8K	﹤0.01%	5141
2016 Q3	$410K	Buy	+13,033	New	+$410K	﹤0.01%	5171
2016 Q2	–	Sell	-29,327	Closed	-$846K	–	8044
2016 Q1	$846K	Buy	+29,327	New	+$846K	﹤0.01%	3682
2015 Q4	–	Sell	-17,081	Closed	-$493K	–	9837
2015 Q3	$493K	Sell	17,081 -94	-0.5%	-$2.71K	﹤0.01%	4835
2015 Q2	$551K	Buy	17,175 +1,028	+6%	+$33K	﹤0.01%	4804
2015 Q1	$523K	Buy	+16,147	New	+$523K	﹤0.01%	4846

Other funds holding PWJ

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

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

LTFS

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors's PWJ Position: Q2 2017 in Review

Citadel Advisors sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2017, closing a stake of 6,122 shares — an estimated $209K sold.

Citadel Advisors first reported a position in PWJ in Q1 2015 and held it in 7 quarters. The position peaked at $846K in Q1 2016. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2017.

Citadel Advisors reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2017 after selling out during the quarter.
Citadel Advisors sold 6,122 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2017, an estimated $209K.
Citadel Advisors first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q1 2015 and held it in 7 quarters.
Citadel Advisors's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $846K in Q1 2016.
30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2017.

Based on Citadel Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.