Janney Montgomery Scott
PWY

Janney Montgomery Scott’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-13,671
Closed -$421K – 2069
2017
Q4 		$421K Buy
13,671
+1,455
+12% +$44.8K ﹤0.01% 1401
2017
Q3 		$370K Sell
12,216
-31,139
-72% -$943K ﹤0.01% 1410
2017
Q2 		$1.26M Buy
43,355
+3,056
+8% +$89.2K 0.02% 771
2017
Q1 		$1.17M Buy
+40,299
New +$1.17M 0.02% 773

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott's PWY Position: Q1 2018 in Review

Janney Montgomery Scott sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2018, closing a stake of 13,671 shares — an estimated $421K sold.

Janney Montgomery Scott first reported a position in PWY in Q1 2017 and held it in 4 quarters. The position peaked at $1.26M in Q2 2017. 37 funds tracked by Wall St. Rank hold PWY as of Q1 2018.

  • Janney Montgomery Scott reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 13,671 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2018, an estimated $421K.
  • Janney Montgomery Scott first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q1 2017 and held it in 4 quarters.
  • Janney Montgomery Scott's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $1.26M in Q2 2017.
  • 37 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2018.

Based on Janney Montgomery Scott's 13F filing for Q1 2018, filed 19 Apr 2018.