Financial Architects (New Jersey)’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Financial Architects (New Jersey)’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
2016 Q3	–	Sell	-400	Closed	-$12K	–	1567
2016 Q2	$12K	Hold	400	–	–	﹤0.01%	940
2016 Q1	$12K	Buy	+400	New	+$12K	﹤0.01%	719
2015 Q3	–	Sell	-400	Closed	-$13K	–	1217
2015 Q2	$13K	Buy	+400	New	+$13K	﹤0.01%	747
2015 Q1	–	Sell	-400	Closed	-$13K	–	1107
2014 Q4	$13K	Hold	400	–	–	0.01%	615
2014 Q3	$12K	Buy	+400	New	+$12K	0.01%	573
2013 Q4	–	Sell	-400	Closed	-$11K	–	746
2013 Q3	$11K	Hold	400	–	–	0.01%	475
2013 Q2	$10K	Buy	+400	New	+$10K	0.01%	469

Other funds holding PWJ

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Architects (New Jersey)'s PWJ Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q3 2016, closing a stake of 400 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in PWJ in Q2 2013 and held it in 7 quarters. The position peaked at $13K in Q2 2015. 28 funds tracked by Wall St. Rank hold PWJ as of Q3 2016.

Financial Architects (New Jersey) reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q3 2016 after selling out during the quarter.
Financial Architects (New Jersey) sold 400 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2016, an estimated $12K.
Financial Architects (New Jersey) first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $13K in Q2 2015.
28 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.