Institute for Wealth Management’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Institute for Wealth Management’s Portfolio PWP Stock Details PWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-11,167	Closed	-$343K	–	266
2018 Q1	$343K	Sell	11,167 -500	-4%	-$15.4K	0.1%	226
2017 Q4	$368K	Hold	11,667	–	–	0.08%	269
2017 Q3	$357K	Hold	11,667	–	–	0.12%	212
2017 Q2	$352K	Buy	+11,667	New	+$352K	0.1%	284

Other funds holding PWP

LTFS

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

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

Institute for Wealth Management sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 11,167 shares — an estimated $343K sold.

Institute for Wealth Management first reported a position in PWP in Q2 2017 and held it in 4 quarters. The position peaked at $368K in Q4 2017. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

Institute for Wealth Management reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Institute for Wealth Management sold 11,167 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $343K.
Institute for Wealth Management first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $368K in Q4 2017.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

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