FAIM
PWJ

Financial Advocates Investment Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-6,523
Closed -$277K – 563
2017
Q4 		$277K Buy
+6,523
New +$277K 0.04% 378

Other funds holding PWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's PWJ Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q1 2018, closing a stake of 6,523 shares — an estimated $277K sold.

Financial Advocates Investment Management first reported a position in PWJ in Q4 2017 and held it in 1 quarter. The position peaked at $277K in Q4 2017. 38 funds tracked by Wall St. Rank hold PWJ as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,523 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q1 2018, an estimated $277K.
  • Financial Advocates Investment Management first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $277K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.