IH
PWJ

IFC Holdings’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

IFC Holdings’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
-22,925
Closed -$973K – 489
2017
Q4 		$973K Buy
22,925
+5,770
+34% +$245K 0.07% 201
2017
Q3 		$660K Sell
17,155
-3,120
-15% -$120K 0.05% 260
2017
Q2 		$743K Buy
+20,275
New +$743K 0.06% 223

Other funds holding PWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFC Holdings's PWJ Position: Q1 2018 in Review

IFC Holdings sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q1 2018, closing a stake of 22,925 shares — an estimated $973K sold.

IFC Holdings first reported a position in PWJ in Q2 2017 and held it in 3 quarters. The position peaked at $973K in Q4 2017. 38 funds tracked by Wall St. Rank hold PWJ as of Q1 2018.

  • IFC Holdings reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 22,925 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q1 2018, an estimated $973K.
  • IFC Holdings first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2017 and held it in 3 quarters.
  • IFC Holdings's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $973K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.