GI
PWY

Gradient Investments’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Gradient Investments’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,201
Closed -$31K – 557
2014
Q2 		$31K Buy
+1,201
New +$31K 0.01% 251

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Gradient Investments's PWY Position: Q3 2014 in Review

Gradient Investments sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q3 2014, closing a stake of 1,201 shares — an estimated $31K sold.

Gradient Investments first reported a position in PWY in Q2 2014 and held it in 1 quarter. The position peaked at $31K in Q2 2014. 22 funds tracked by Wall St. Rank hold PWY as of Q3 2014.

  • Gradient Investments reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q3 2014 after selling out during the quarter.
  • Gradient Investments sold 1,201 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q3 2014, an estimated $31K.
  • Gradient Investments first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2014 and held it in 1 quarter.
  • Gradient Investments's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $31K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q3 2014.

Based on Gradient Investments's 13F filing for Q3 2014, filed 14 Oct 2014.