HighTower Advisors
PWJ

HighTower Advisors’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

HighTower Advisors’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
2017
Q4 		– Sell
-5,760
Closed -$222K – 2457
2017
Q3 		$222K Buy
+5,760
New +$222K ﹤0.01% 1844
2016
Q2 		– Sell
-39,682
Closed -$1.12M – 2188
2016
Q1 		$1.12M Buy
39,682
+805
+2% +$22.8K ﹤0.01% 975
2015
Q4 		$1.16M Buy
38,877
+294
+0.8% +$8.77K 0.01% 889
2015
Q3 		$1.1M Sell
38,583
-579
-1% -$16.5K 0.01% 836
2015
Q2 		$1.26M Buy
39,162
+5,223
+15% +$168K 0.02% 672
2015
Q1 		$1.1M Sell
33,939
-777
-2% -$25.2K 0.02% 771
2014
Q4 		$1.1M Sell
34,716
-2,037
-6% -$64.6K 0.02% 758
2014
Q3 		$1.12M Sell
36,753
-7,553
-17% -$231K 0.02% 739
2014
Q2 		$1.36M Sell
44,306
-1,724
-4% -$53.1K 0.02% 698
2014
Q1 		$1.38M Buy
46,030
+658
+1% +$19.8K 0.03% 630
2013
Q4 		$1.32M Buy
+45,372
New +$1.32M 0.03% 608
2013
Q3 		– Sell
-36,316
Closed -$937K – 1516
2013
Q2 		$937K Buy
+36,316
New +$937K 0.03% 620

Other funds holding PWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors's PWJ Position: Q4 2017 in Review

HighTower Advisors sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2017, closing a stake of 5,760 shares — an estimated $222K sold.

HighTower Advisors first reported a position in PWJ in Q2 2013 and held it in 12 quarters. The position peaked at $1.38M in Q1 2014. 34 funds tracked by Wall St. Rank hold PWJ as of Q4 2017.

  • HighTower Advisors reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • HighTower Advisors sold 5,760 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2017, an estimated $222K.
  • HighTower Advisors first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 12 quarters.
  • HighTower Advisors's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $1.38M in Q1 2014.
  • 34 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2017.

Based on HighTower Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.