Commonwealth Equity Services
PWJ

Commonwealth Equity Services’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Commonwealth Equity Services’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
2018
Q2 		– Sell
-9,749
Closed -$444K – 2860
2018
Q1 		$444K Sell
9,749
-100
-1% -$4.55K ﹤0.01% 1790
2017
Q4 		$418K Sell
9,849
-800
-8% -$34K ﹤0.01% 1815
2017
Q3 		$410K Sell
10,649
-358
-3% -$13.8K ﹤0.01% 1753
2017
Q2 		$403K Buy
+11,007
New +$403K ﹤0.01% 1710
2014
Q2 		– Sell
-6,686
Closed -$201K – 2151
2014
Q1 		$201K Sell
6,686
-350
-5% -$10.5K ﹤0.01% 1755
2013
Q4 		$204K Sell
7,036
-1,184
-14% -$34.3K ﹤0.01% 1688
2013
Q3 		$223K Buy
8,220
+14
+0.2% +$380 ﹤0.01% 1570
2013
Q2 		$212K Buy
+8,206
New +$212K ﹤0.01% 1535

Other funds holding PWJ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Commonwealth Equity Services's PWJ Position: Q2 2018 in Review

Commonwealth Equity Services sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 9,749 shares — an estimated $444K sold.

Commonwealth Equity Services first reported a position in PWJ in Q2 2013 and held it in 8 quarters. The position peaked at $444K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Commonwealth Equity Services reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,749 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $444K.
  • Commonwealth Equity Services first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 8 quarters.
  • Commonwealth Equity Services's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $444K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Commonwealth Equity Services's 13F filing for Q2 2018, filed 31 Jul 2018.