CS
PWJ

Credit Suisse’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Credit Suisse’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
2014
Q4 		– Sell
-58,364
Closed -$1.78M – 4902
2014
Q3 		$1.78M Hold
58,364
– – ﹤0.01% 2589
2014
Q2 		$1.8M Hold
58,364
– – ﹤0.01% 2818
2014
Q1 		$1.75M Sell
58,364
-600
-1% -$18K ﹤0.01% 2623
2013
Q4 		$1.71M Buy
58,964
+2,000
+4% +$58.1K ﹤0.01% 2808
2013
Q3 		$1.54M Sell
56,964
-793
-1% -$21.5K ﹤0.01% 2618
2013
Q2 		$1.49M Buy
+57,757
New +$1.49M ﹤0.01% 2483

Other funds holding PWJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Credit Suisse's PWJ Position: Q4 2014 in Review

Credit Suisse sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2014, closing a stake of 58,364 shares — an estimated $1.78M sold.

Credit Suisse first reported a position in PWJ in Q2 2013 and held it in 6 quarters. The position peaked at $1.8M in Q2 2014. 25 funds tracked by Wall St. Rank hold PWJ as of Q4 2014.

  • Credit Suisse reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2014 after selling out during the quarter.
  • Credit Suisse sold 58,364 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2014, an estimated $1.78M.
  • Credit Suisse first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 6 quarters.
  • Credit Suisse's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $1.8M in Q2 2014.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2014.

Based on Credit Suisse's 13F filing for Q4 2014, filed 13 Feb 2015.