Morgan Stanley
PWJ

Morgan Stanley’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Morgan Stanley’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
-158,937
Closed -$7.24M – 7006
2018
Q1 		$7.24M Buy
158,937
+54,260
+52% +$2.47M ﹤0.01% 2655
2017
Q4 		$4.44M Buy
104,677
+142
+0.1% +$6.03K ﹤0.01% 3233
2017
Q3 		$4.02M Buy
104,535
+13,434
+15% +$517K ﹤0.01% 3207
2017
Q2 		$3.33M Buy
91,101
+3,877
+4% +$142K ﹤0.01% 3309
2017
Q1 		$2.98M Buy
87,224
+12,798
+17% +$437K ﹤0.01% 3443
2016
Q4 		$2.31M Buy
74,426
+15,202
+26% +$472K ﹤0.01% 3809
2016
Q3 		$1.86M Buy
59,224
+9,035
+18% +$285K ﹤0.01% 3551
2016
Q2 		$1.48M Buy
50,189
+4,529
+10% +$133K ﹤0.01% 3675
2016
Q1 		$1.32M Sell
45,660
-3,660
-7% -$106K ﹤0.01% 3697
2015
Q4 		$1.48M Buy
49,320
+6,421
+15% +$193K ﹤0.01% 3748
2015
Q3 		$1.24M Buy
42,899
+628
+1% +$18.1K ﹤0.01% 3931
2015
Q2 		$1.36M Sell
42,271
-554
-1% -$17.8K ﹤0.01% 3967
2015
Q1 		$1.39M Sell
42,825
-5,755
-12% -$187K ﹤0.01% 3888
2014
Q4 		$1.54M Sell
48,580
-44,468
-48% -$1.41M ﹤0.01% 3773
2014
Q3 		$2.84M Buy
93,048
+1,139
+1% +$34.8K ﹤0.01% 3153
2014
Q2 		$2.83M Buy
91,909
+879
+1% +$27.1K ﹤0.01% 3205
2014
Q1 		$2.73M Sell
91,030
-9,446
-9% -$284K ﹤0.01% 3154
2013
Q4 		$2.92M Sell
100,476
-17,444
-15% -$506K ﹤0.01% 3078
2013
Q3 		$3.19M Sell
117,920
-14,037
-11% -$380K ﹤0.01% 2847
2013
Q2 		$3.4M Buy
+131,957
New +$3.4M ﹤0.01% 2692

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

Morgan Stanley's PWJ Position: Q2 2018 in Review

Morgan Stanley sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 158,937 shares — an estimated $7.24M sold.

Morgan Stanley first reported a position in PWJ in Q2 2013 and held it in 20 quarters. The position peaked at $7.24M in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Morgan Stanley reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Morgan Stanley sold 158,937 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $7.24M.
  • Morgan Stanley first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 20 quarters.
  • Morgan Stanley's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $7.24M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Morgan Stanley's 13F filing for Q2 2018, filed 14 Aug 2018.