IFP Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

IFP Advisors’s Portfolio PWY Stock Details PWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-307	Closed	-$9K	–	4444
2017 Q3	$9K	Hold	307	–	–	﹤0.01%	3124
2017 Q2	$9K	Buy	+307	New	+$9K	﹤0.01%	3138

Other funds holding PWY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors's PWY Position: Q4 2017 in Review

IFP Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q4 2017, closing a stake of 307 shares — an estimated $9K sold.

IFP Advisors first reported a position in PWY in Q2 2017 and held it in 2 quarters. The position peaked at $9K in Q3 2017. 37 funds tracked by Wall St. Rank hold PWY as of Q4 2017.

IFP Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 307 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q4 2017, an estimated $9K.
IFP Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 2 quarters.
IFP Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $9K in Q3 2017.
37 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q4 2017.

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