MFS
PWT

MSI Financial Services’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

MSI Financial Services’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
2016
Q4 		$46K Hold
1,763
– – ﹤0.01% 1922
2016
Q3 		$46K Sell
1,763
-38
-2% -$991 ﹤0.01% 1877
2016
Q2 		$42K Buy
1,801
+100
+6% +$2.33K ﹤0.01% 1909
2016
Q1 		$39K Buy
1,701
+343
+25% +$7.86K ﹤0.01% 1899
2015
Q4 		$33K Buy
+1,358
New +$33K ﹤0.01% 1997

Other funds holding PWT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

MSI Financial Services held its POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) position steady in Q4 2016 at 1,763 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

MSI Financial Services first reported a position in PWT in Q4 2015 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PWT as of Q4 2016.

  • MSI Financial Services held 1,763 shares of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO worth $46K as of Q4 2016.
  • MSI Financial Services left its POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO share count unchanged in Q4 2016.
  • POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1922 holding.
  • MSI Financial Services first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2015 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q4 2016.

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