Institute for Wealth Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Institute for Wealth Management’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
2018 Q2	–	Sell	-10,570	Closed	-$322K	–	265
2018 Q1	$322K	Sell	10,570 -500	-5%	-$15.2K	0.09%	229
2017 Q4	$342K	Hold	11,070	–	–	0.08%	283
2017 Q3	$335K	Hold	11,070	–	–	0.11%	218
2017 Q2	$323K	Buy	+11,070	New	+$323K	0.09%	297

Other funds holding PWY

LTFS

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

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

Institute for Wealth Management sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 10,570 shares — an estimated $322K sold.

Institute for Wealth Management first reported a position in PWY in Q2 2017 and held it in 4 quarters. The position peaked at $342K in Q4 2017. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

Institute for Wealth Management reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Institute for Wealth Management sold 10,570 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $322K.
Institute for Wealth Management first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 4 quarters.
Institute for Wealth Management's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $342K in Q4 2017.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

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