HighTower Advisors
PWP

HighTower Advisors’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

HighTower Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-66,799
Closed -$1.78M – 2192
2016
Q1 		$1.78M Buy
66,799
+2,668
+4% +$71.1K 0.01% 769
2015
Q4 		$1.58M Buy
64,131
+447
+0.7% +$11K 0.02% 731
2015
Q3 		$1.56M Buy
63,684
+1,505
+2% +$36.8K 0.02% 705
2015
Q2 		$1.68M Buy
62,179
+2,976
+5% +$80.3K 0.03% 592
2015
Q1 		$1.66M Buy
59,203
+2,094
+4% +$58.7K 0.02% 646
2014
Q4 		$1.58M Sell
57,109
-1,306
-2% -$36.1K 0.02% 657
2014
Q3 		$1.53M Buy
58,415
+5,510
+10% +$144K 0.03% 629
2014
Q2 		$1.44M Buy
52,905
+831
+2% +$22.6K 0.03% 672
2014
Q1 		$1.34M Sell
52,074
-504
-1% -$12.9K 0.03% 645
2013
Q4 		$1.3M Buy
+52,578
New +$1.3M 0.03% 610
2013
Q3 		– Sell
-45,616
Closed -$965K – 1522
2013
Q2 		$965K Buy
+45,616
New +$965K 0.03% 608

Other funds holding PWP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HighTower Advisors's PWP Position: Q2 2016 in Review

HighTower Advisors sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2016, closing a stake of 66,799 shares — an estimated $1.78M sold.

HighTower Advisors first reported a position in PWP in Q2 2013 and held it in 11 quarters. The position peaked at $1.78M in Q1 2016. 22 funds tracked by Wall St. Rank hold PWP as of Q2 2016.

  • HighTower Advisors reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2016 after selling out during the quarter.
  • HighTower Advisors sold 66,799 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2016, an estimated $1.78M.
  • HighTower Advisors first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2013 and held it in 11 quarters.
  • HighTower Advisors's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $1.78M in Q1 2016.
  • 22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2016.

Based on HighTower Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.