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

IFP 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
2018 Q2	–	Sell	-354	Closed	-$15K	–	4300
2018 Q1	$15K	Hold	354	–	–	﹤0.01%	2584
2017 Q4	$15K	Sell	354 -371	-51%	-$15.7K	﹤0.01%	2621
2017 Q3	$28K	Sell	725 -2,100	-74%	-$81.1K	﹤0.01%	2401
2017 Q2	$103K	Sell	2,825 -40,899	-94%	-$1.49M	﹤0.01%	1515
2017 Q1	$1.49M	Buy	43,724 +600	+1%	+$20.5K	0.07%	317
2016 Q4	$1.34M	Buy	43,124 +471	+1%	+$14.6K	0.06%	325
2016 Q3	$1.34M	Sell	42,653 -325	-0.8%	-$10.2K	0.07%	295
2016 Q2	$1.27M	Buy	+42,978	New	+$1.27M	0.07%	302
2016 Q1	–	Sell	-43,228	Closed	-$1.3M	–	4550
2015 Q4	$1.3M	Buy	+43,228	New	+$1.3M	0.09%	249

Other funds holding PWJ

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

IFP Advisors's PWJ Position: Q2 2018 in Review

IFP Advisors sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 354 shares — an estimated $15K sold.

IFP Advisors first reported a position in PWJ in Q4 2015 and held it in 9 quarters. The position peaked at $1.49M in Q1 2017. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

IFP Advisors reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
IFP Advisors sold 354 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $15K.
IFP Advisors first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2015 and held it in 9 quarters.
IFP Advisors's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $1.49M in Q1 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on IFP Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.