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PWP

NewEdge Advisors’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

NewEdge Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-559
Closed -$16.7K – 1400
2017
Q2 		$16.7K Buy
+559
New +$16.7K ﹤0.01% 793

Other funds holding PWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's PWP Position: Q3 2017 in Review

NewEdge Advisors sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q3 2017, closing a stake of 559 shares — an estimated $16.7K sold.

NewEdge Advisors first reported a position in PWP in Q2 2017 and held it in 1 quarter. The position peaked at $16.7K in Q2 2017. 24 funds tracked by Wall St. Rank hold PWP as of Q3 2017.

  • NewEdge Advisors reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 559 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q3 2017, an estimated $16.7K.
  • NewEdge Advisors first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $16.7K in Q2 2017.
  • 24 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q3 2017.

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