CWM
PWT

Concert Wealth Management’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Concert Wealth Management’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-26,084
Closed -$680K – 501
2017
Q1 		$680K Hold
26,084
– – 0.15% 193
2016
Q4 		$680K Buy
26,084
+500
+2% +$13K 0.15% 197
2016
Q3 		$667K Sell
25,584
-465
-2% -$12.1K 0.08% 312
2016
Q2 		$612K Hold
26,049
– – 0.08% 307
2016
Q1 		$594K Hold
26,049
– – 0.08% 313
2015
Q4 		$634K Sell
26,049
-14
-0.1% -$341 0.08% 305
2015
Q3 		$604K Sell
26,063
-61
-0.2% -$1.41K 0.08% 309
2015
Q2 		$680K Sell
26,124
-872
-3% -$22.7K 0.09% 295
2015
Q1 		$680K Sell
26,996
-30
-0.1% -$756 0.19% 151
2014
Q4 		$664K Buy
27,026
+2,236
+9% +$54.9K 0.1% 262
2014
Q3 		$582K Sell
24,790
-620
-2% -$14.6K 0.08% 237
2014
Q2 		$618K Sell
25,410
-35
-0.1% -$851 0.08% 231
2014
Q1 		$615K Sell
25,445
-995
-4% -$24K 0.08% 233
2013
Q4 		$622K Sell
26,440
-45
-0.2% -$1.06K 0.08% 214
2013
Q3 		$584K Sell
26,485
-210
-0.8% -$4.63K 0.08% 225
2013
Q2 		$540K Buy
+26,695
New +$540K 0.08% 213

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Concert Wealth Management sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2017, closing a stake of 26,084 shares — an estimated $680K sold.

Concert Wealth Management first reported a position in PWT in Q2 2013 and held it in 16 quarters. The position peaked at $680K in Q1 2017. 20 funds tracked by Wall St. Rank hold PWT as of Q2 2017.

  • Concert Wealth Management reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 26,084 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2017, an estimated $680K.
  • Concert Wealth Management first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $680K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2017.

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