IA
PWT

IFP Advisors’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

IFP Advisors’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-52
Closed -$2K – 4443
2017
Q3 		$2K Sell
52
-621
-92% -$23.9K ﹤0.01% 3862
2017
Q2 		$20K Buy
+673
New +$20K ﹤0.01% 2605
2016
Q1 		– Sell
-2,113
Closed -$52K – 4549
2015
Q4 		$52K Buy
+2,113
New +$52K ﹤0.01% 1606

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's PWT Position: Q4 2017 in Review

IFP Advisors sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q4 2017, closing a stake of 52 shares — an estimated $2K sold.

IFP Advisors first reported a position in PWT in Q4 2015 and held it in 3 quarters. The position peaked at $52K in Q4 2015. 22 funds tracked by Wall St. Rank hold PWT as of Q4 2017.

  • IFP Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 52 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q4 2017, an estimated $2K.
  • IFP Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2015 and held it in 3 quarters.
  • IFP Advisors's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $52K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.