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

MSI Financial Services’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 Q4	$41K	Hold	1,305	–	–	﹤0.01%	2002
2016 Q3	$42K	Sell	1,305 -19	-1%	-$611	﹤0.01%	1933
2016 Q2	$39K	Buy	1,324 +81	+7%	+$2.39K	﹤0.01%	1955
2016 Q1	$36K	Sell	1,243 -61	-5%	-$1.77K	﹤0.01%	1963
2015 Q4	$39K	Buy	+1,304	New	+$39K	﹤0.01%	1897
2014 Q2	–	Sell	-266	Closed	-$8K	–	2776
2014 Q1	$8K	Hold	266	–	–	﹤0.01%	1853
2013 Q4	$8K	Sell	266 -300	-53%	-$9.02K	﹤0.01%	1811
2013 Q3	$15K	Hold	566	–	–	﹤0.01%	1322
2013 Q2	$15K	Buy	+566	New	+$15K	﹤0.01%	1388

Other funds holding PWJ

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSI Financial Services's PWJ Position: Q4 2016 in Review

MSI Financial Services held its POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) position steady in Q4 2016 at 1,305 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

MSI Financial Services first reported a position in PWJ in Q2 2013 and has held it in 9 quarters since. The position peaked at $42K in Q3 2016. 28 funds tracked by Wall St. Rank hold PWJ as of Q4 2016.

MSI Financial Services held 1,305 shares of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO worth $41K as of Q4 2016.
MSI Financial Services left its POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO share count unchanged in Q4 2016.
POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2002 holding.
MSI Financial Services first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and has held it in 9 quarters since.
MSI Financial Services's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $42K in Q3 2016.
28 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.