NA
PWY

NewEdge Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

NewEdge Advisors’s Portfolio PWY Stock Details PWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-188
Closed -$5.41K – 1390
2017
Q2 		$5.41K Buy
+188
New +$5.41K ﹤0.01% 1126

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's PWY Position: Q3 2017 in Review

NewEdge Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q3 2017, closing a stake of 188 shares — an estimated $5.41K sold.

NewEdge Advisors first reported a position in PWY in Q2 2017 and held it in 1 quarter. The position peaked at $5.41K in Q2 2017. 35 funds tracked by Wall St. Rank hold PWY as of Q3 2017.

  • NewEdge Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • NewEdge Advisors sold 188 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q3 2017, an estimated $5.41K.
  • NewEdge Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 1 quarter.
  • NewEdge Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $5.41K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q3 2017.

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