IFWM
PWJ

Institute for Wealth Management’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Institute for Wealth Management’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
-67,960
Closed -$3.1M – 264
2018
Q1 		$3.1M Sell
67,960
-1,654
-2% -$75.5K 0.91% 16
2017
Q4 		$2.95M Sell
69,614
-170
-0.2% -$7.2K 0.68% 29
2017
Q3 		$2.69M Sell
69,784
-466
-0.7% -$18K 0.88% 24
2017
Q2 		$2.57M Buy
+70,250
New +$2.57M 0.71% 22

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

Institute for Wealth Management's PWJ Position: Q2 2018 in Review

Institute for Wealth Management sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 67,960 shares — an estimated $3.1M sold.

Institute for Wealth Management first reported a position in PWJ in Q2 2017 and held it in 4 quarters. The position peaked at $3.1M in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Institute for Wealth Management reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 67,960 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $3.1M.
  • Institute for Wealth Management first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2017 and held it in 4 quarters.
  • Institute for Wealth Management's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $3.1M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Institute for Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.