MFW
PWJ

Mosaic Family Wealth’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Mosaic Family Wealth’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
2016
Q2 		– Sell
-100
Closed -$2K – 860
2016
Q1 		$2K Hold
100
– – ﹤0.01% 747
2015
Q4 		$3K Buy
+100
New +$3K ﹤0.01% 668

Other funds holding PWJ

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Mosaic Family Wealth's PWJ Position: Q2 2016 in Review

Mosaic Family Wealth sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2016, closing a stake of 100 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in PWJ in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q4 2015. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2016.

  • Mosaic Family Wealth reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 100 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2016, an estimated $2K.
  • Mosaic Family Wealth first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2015 and held it in 2 quarters.
  • Mosaic Family Wealth's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $3K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.