LPL Financial
PWJ

LPL Financial’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

LPL Financial’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-116,975
Closed -$5.33M – 3367
2018
Q1 		$5.33M Buy
116,975
+96,855
+481% +$4.41M 0.01% 671
2017
Q4 		$854K Buy
20,120
+584
+3% +$24.8K ﹤0.01% 1643
2017
Q3 		$752K Sell
19,536
-318
-2% -$12.2K ﹤0.01% 1638
2017
Q2 		$727K Sell
19,854
-3,229
-14% -$118K ﹤0.01% 1598
2017
Q1 		$781K Sell
23,083
-1,460
-6% -$49.4K 0.01% 1438
2016
Q4 		$769K Sell
24,543
-2,505
-9% -$78.5K 0.01% 1393
2016
Q3 		$845K Buy
27,048
+432
+2% +$13.5K 0.01% 1330
2016
Q2 		$790K Sell
26,616
-43,386
-62% -$1.29M 0.01% 1327
2016
Q1 		$2M Sell
70,002
-13,667
-16% -$391K 0.01% 1198
2015
Q4 		$2.45M Buy
83,669
+6,959
+9% +$204K 0.01% 1050
2015
Q3 		$2.3M Sell
76,710
-2,385
-3% -$71.4K 0.01% 787
2015
Q2 		$2.53M Sell
79,095
-4,289
-5% -$137K 0.01% 792
2015
Q1 		$2.67M Sell
83,384
-613
-0.7% -$19.6K 0.01% 775
2014
Q4 		$2.66M Sell
83,997
-854
-1% -$27.1K 0.01% 744
2014
Q3 		$2.54M Sell
84,851
-980
-1% -$29.3K 0.02% 742
2014
Q2 		$2.64M Buy
85,831
+6,650
+8% +$205K 0.02% 736
2014
Q1 		$2.38M Buy
79,181
+6,094
+8% +$183K 0.01% 742
2013
Q4 		$2.12M Sell
73,087
-2,877
-4% -$83.5K 0.01% 799
2013
Q3 		$2.11M Buy
75,964
+1,158
+2% +$32.1K 0.01% 756
2013
Q2 		$1.93M Buy
+74,806
New +$1.93M 0.01% 743

Other funds holding PWJ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LPL Financial's PWJ Position: Q2 2018 in Review

LPL Financial sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 116,975 shares — an estimated $5.33M sold.

LPL Financial first reported a position in PWJ in Q2 2013 and held it in 20 quarters. The position peaked at $5.33M in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • LPL Financial reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • LPL Financial sold 116,975 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $5.33M.
  • LPL Financial first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 20 quarters.
  • LPL Financial's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $5.33M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on LPL Financial's 13F filing for Q2 2018, filed 14 Aug 2018.