Morgan Stanley
PWT

Morgan Stanley’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Morgan Stanley’s Portfolio PWT Stock Details PWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-48,741
Closed -$1.62M – 7005
2018
Q1 		$1.62M Buy
48,741
+165
+0.3% +$5.48K ﹤0.01% 4191
2017
Q4 		$1.56M Sell
48,576
-812
-2% -$26.1K ﹤0.01% 4234
2017
Q3 		$1.52M Sell
49,388
-1,897
-4% -$58.5K ﹤0.01% 4117
2017
Q2 		$1.52M Buy
51,285
+1,379
+3% +$41K ﹤0.01% 4035
2017
Q1 		$1.37M Buy
49,906
+13,676
+38% +$376K ﹤0.01% 4144
2016
Q4 		$942K Buy
36,230
+6,384
+21% +$166K ﹤0.01% 4510
2016
Q3 		$776K Buy
29,846
+194
+0.7% +$5.04K ﹤0.01% 4228
2016
Q2 		$702K Sell
29,652
-39
-0.1% -$923 ﹤0.01% 4226
2016
Q1 		$678K Sell
29,691
-460
-2% -$10.5K ﹤0.01% 4228
2015
Q4 		$739K Buy
30,151
+7,056
+31% +$173K ﹤0.01% 4267
2015
Q3 		$536K Sell
23,095
-2,927
-11% -$67.9K ﹤0.01% 4563
2015
Q2 		$675K Buy
26,022
+33
+0.1% +$856 ﹤0.01% 4495
2015
Q1 		$666K Buy
25,989
+10,355
+66% +$265K ﹤0.01% 4446
2014
Q4 		$386K Sell
15,634
-2,937
-16% -$72.5K ﹤0.01% 4862
2014
Q3 		$438K Buy
18,571
+2,394
+15% +$56.5K ﹤0.01% 4656
2014
Q2 		$403K Buy
16,177
+1,462
+10% +$36.4K ﹤0.01% 4740
2014
Q1 		$361K Sell
14,715
-2,482
-14% -$60.9K ﹤0.01% 4774
2013
Q4 		$407K Sell
17,197
-5,531
-24% -$131K ﹤0.01% 4597
2013
Q3 		$501K Sell
22,728
-1,096
-5% -$24.2K ﹤0.01% 4330
2013
Q2 		$482K Buy
+23,824
New +$482K ﹤0.01% 4286

Other funds holding PWT

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Morgan Stanley's PWT Position: Q2 2018 in Review

Morgan Stanley sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 48,741 shares — an estimated $1.62M sold.

Morgan Stanley first reported a position in PWT in Q2 2013 and held it in 20 quarters. The position peaked at $1.62M in Q1 2018. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

  • Morgan Stanley reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Morgan Stanley sold 48,741 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $1.62M.
  • Morgan Stanley first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2013 and held it in 20 quarters.
  • Morgan Stanley's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $1.62M in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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