DADC
PWJ

D.A. Davidson & Co’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-347
Closed -$10K – 2278
2014
Q2 		$10K Hold
347
– – ﹤0.01% 1817
2014
Q1 		$10K Hold
347
– – ﹤0.01% 1819
2013
Q4 		$10K Hold
347
– – ﹤0.01% 1732
2013
Q3 		$9K Hold
347
– – ﹤0.01% 1496
2013
Q2 		$8K Buy
+347
New +$8K ﹤0.01% 1472

Other funds holding PWJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

D.A. Davidson & Co's PWJ Position: Q3 2014 in Review

D.A. Davidson & Co sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q3 2014, closing a stake of 347 shares — an estimated $10K sold.

D.A. Davidson & Co first reported a position in PWJ in Q2 2013 and held it in 5 quarters. The position peaked at $10K in Q2 2014. 25 funds tracked by Wall St. Rank hold PWJ as of Q3 2014.

  • D.A. Davidson & Co reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q3 2014 after selling out during the quarter.
  • D.A. Davidson & Co sold 347 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2014, an estimated $10K.
  • D.A. Davidson & Co first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 5 quarters.
  • D.A. Davidson & Co's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $10K in Q2 2014.
  • 25 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2014.

Based on D.A. Davidson & Co's 13F filing for Q3 2014, filed 12 Nov 2014.