First Allied Advisory Services’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

First Allied Advisory Services’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	-285	Closed	-$12K	–	1587
2017 Q4	$12K	Buy	+285	New	+$12K	﹤0.01%	1446

Other funds holding PWJ

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

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

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Allied Advisory Services's PWJ Position: Q1 2018 in Review

First Allied Advisory Services sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q1 2018, closing a stake of 285 shares — an estimated $12K sold.

First Allied Advisory Services first reported a position in PWJ in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 38 funds tracked by Wall St. Rank hold PWJ as of Q1 2018.

First Allied Advisory Services reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 285 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q1 2018, an estimated $12K.
First Allied Advisory Services first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2017 and held it in 1 quarter.
First Allied Advisory Services's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $12K in Q4 2017.
38 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.