JA
PWP

JOYN Advisors’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

JOYN Advisors’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
-492
Closed -$15K – 1956
2018
Q1 		$15K Buy
+492
New +$15K ﹤0.01% 726

Other funds holding PWP

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

JOYN Advisors's PWP Position: Q2 2018 in Review

JOYN Advisors sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 492 shares — an estimated $15K sold.

JOYN Advisors first reported a position in PWP in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

  • JOYN Advisors reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • JOYN Advisors sold 492 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $15K.
  • JOYN Advisors first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • JOYN Advisors's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $15K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.