CWM
PWJ

Concert Wealth Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Concert Wealth Management’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
-72,979
Closed -$2.26M – 502
2017
Q1 		$2.26M Hold
72,979
– – 0.51% 38
2016
Q4 		$2.26M Buy
72,979
+365
+0.5% +$11.3K 0.5% 39
2016
Q3 		$2.28M Sell
72,614
-61
-0.1% -$1.92K 0.28% 83
2016
Q2 		$2.14M Sell
72,675
-305
-0.4% -$8.99K 0.29% 81
2016
Q1 		$2.1M Buy
72,980
+791
+1% +$22.8K 0.28% 86
2015
Q4 		$2.18M Buy
72,189
+560
+0.8% +$16.9K 0.29% 73
2015
Q3 		$2.07M Sell
71,629
-1
-0% -$29 0.28% 77
2015
Q2 		$2.29M Sell
71,630
-2,576
-3% -$82.4K 0.3% 70
2015
Q1 		$2.32M Buy
74,206
+301
+0.4% +$9.4K 0.66% 28
2014
Q4 		$2.34M Buy
73,905
+7,857
+12% +$249K 0.36% 55
2014
Q3 		$2.02M Sell
66,048
-1,938
-3% -$59.2K 0.27% 43
2014
Q2 		$2.06M Hold
67,986
– – 0.25% 46
2014
Q1 		$2.03M Sell
67,986
-2,088
-3% -$62.3K 0.25% 47
2013
Q4 		$2.04M Sell
70,074
-107
-0.2% -$3.11K 0.26% 43
2013
Q3 		$1.9M Sell
70,181
-913
-1% -$24.8K 0.27% 42
2013
Q2 		$1.83M Buy
+71,094
New +$1.83M 0.27% 33

Other funds holding PWJ

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concert Wealth Management's PWJ Position: Q2 2017 in Review

Concert Wealth Management sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2017, closing a stake of 72,979 shares — an estimated $2.26M sold.

Concert Wealth Management first reported a position in PWJ in Q2 2013 and held it in 16 quarters. The position peaked at $2.34M in Q4 2014. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2017.

  • Concert Wealth Management reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 72,979 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2017, an estimated $2.26M.
  • Concert Wealth Management first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $2.34M in Q4 2014.
  • 30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.