First Allied Advisory Services’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

First Allied Advisory Services’s Portfolio PWT Stock Details PWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-939	Closed	-$30K	–	1586
2017 Q4	$30K	Buy	+939	New	+$30K	﹤0.01%	1362

Other funds holding PWT

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

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

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFWM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

First Allied Advisory Services sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q1 2018, closing a stake of 939 shares — an estimated $30K sold.

First Allied Advisory Services first reported a position in PWT in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 22 funds tracked by Wall St. Rank hold PWT as of Q1 2018.

First Allied Advisory Services reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 939 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q1 2018, an estimated $30K.
First Allied Advisory Services first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2017 and held it in 1 quarter.
First Allied Advisory Services's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $30K in Q4 2017.
22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q1 2018.

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