Institute for Wealth Management’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Institute for Wealth Management’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
2018 Q2	–	Sell	-24,514	Closed	-$814K	–	263
2018 Q1	$814K	Sell	24,514 -500	-2%	-$16.6K	0.24%	150
2017 Q4	$803K	Hold	25,014	–	–	0.19%	161
2017 Q3	$772K	Hold	25,014	–	–	0.25%	142
2017 Q2	$745K	Buy	+25,014	New	+$745K	0.21%	159

Other funds holding PWT

LTFS

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

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Institute for Wealth Management sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 24,514 shares — an estimated $814K sold.

Institute for Wealth Management first reported a position in PWT in Q2 2017 and held it in 4 quarters. The position peaked at $814K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

Institute for Wealth Management reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Institute for Wealth Management sold 24,514 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $814K.
Institute for Wealth Management first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $814K in Q1 2018.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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