Commonwealth Equity Services’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Commonwealth Equity Services’s Portfolio PWP Stock Details PWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-8,681	Closed	-$213K	–	2307
2015 Q3	$213K	Buy	8,681 +33	+0.4%	+$810	﹤0.01%	1787
2015 Q2	$233K	Sell	8,648 -10,715	-55%	-$289K	﹤0.01%	1826
2015 Q1	$543K	Buy	19,363 +4,698	+32%	+$132K	0.01%	1263
2014 Q4	$405K	Sell	14,665 -9,387	-39%	-$259K	﹤0.01%	1392
2014 Q3	$629K	Buy	24,052 +5,697	+31%	+$149K	0.01%	1104
2014 Q2	$499K	Buy	18,355 +2	+0%	+$54	0.01%	1241
2014 Q1	$471K	Buy	+18,353	New	+$471K	0.01%	1205

Other funds holding PWP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Commonwealth Equity Services's PWP Position: Q4 2015 in Review

Commonwealth Equity Services sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q4 2015, closing a stake of 8,681 shares — an estimated $213K sold.

Commonwealth Equity Services first reported a position in PWP in Q1 2014 and held it in 7 quarters. The position peaked at $629K in Q3 2014. 24 funds tracked by Wall St. Rank hold PWP as of Q4 2015.

Commonwealth Equity Services reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q4 2015 after selling out during the quarter.
Commonwealth Equity Services sold 8,681 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q4 2015, an estimated $213K.
Commonwealth Equity Services first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q1 2014 and held it in 7 quarters.
Commonwealth Equity Services's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $629K in Q3 2014.
24 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q4 2015.

Based on Commonwealth Equity Services's 13F filing for Q4 2015, filed 19 Jan 2016.