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PWJ

NewEdge Advisors’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

NewEdge Advisors’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
2017
Q3 		– Sell
-308
Closed -$11.2K – 1389
2017
Q2 		$11.2K Buy
+308
New +$11.2K ﹤0.01% 922

Other funds holding PWJ

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

NewEdge Advisors's PWJ Position: Q3 2017 in Review

NewEdge Advisors sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q3 2017, closing a stake of 308 shares — an estimated $11.2K sold.

NewEdge Advisors first reported a position in PWJ in Q2 2017 and held it in 1 quarter. The position peaked at $11.2K in Q2 2017. 30 funds tracked by Wall St. Rank hold PWJ as of Q3 2017.

  • NewEdge Advisors reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 308 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q3 2017, an estimated $11.2K.
  • NewEdge Advisors first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $11.2K in Q2 2017.
  • 30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q3 2017.

Based on NewEdge Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.