ME
PWY

McIlrath & Eck’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

McIlrath & Eck’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
-30
Closed -$1K – 568
2017
Q4 		$1K Buy
+30
New +$1K ﹤0.01% 516

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

McIlrath & Eck's PWY Position: Q1 2018 in Review

McIlrath & Eck sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2018, closing a stake of 30 shares — an estimated $1K sold.

McIlrath & Eck first reported a position in PWY in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 37 funds tracked by Wall St. Rank hold PWY as of Q1 2018.

  • McIlrath & Eck reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • McIlrath & Eck sold 30 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2018, an estimated $1K.
  • McIlrath & Eck first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2017 and held it in 1 quarter.
  • McIlrath & Eck's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $1K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2018.

Based on McIlrath & Eck's 13F filing for Q1 2018, filed 22 May 2018.