NFG
PWJ

Next Financial Group’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Next Financial Group’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
Q2 		– Sell
-92
Closed -$2K – 1977
2016
Q1 		$2K Hold
92
– – ﹤0.01% 1598
2015
Q4 		$2K Hold
92
– – ﹤0.01% 1653
2015
Q3 		$2K Hold
92
– – ﹤0.01% 1677
2015
Q2 		$2K Hold
92
– – ﹤0.01% 1737
2015
Q1 		$2K Hold
92
– – ﹤0.01% 1749
2014
Q4 		$3K Buy
+92
New +$3K ﹤0.01% 1699

Other funds holding PWJ

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Next Financial Group's PWJ Position: Q2 2016 in Review

Next Financial Group sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2016, closing a stake of 92 shares — an estimated $2K sold.

Next Financial Group first reported a position in PWJ in Q4 2014 and held it in 6 quarters. The position peaked at $3K in Q4 2014. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2016.

  • Next Financial Group reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2016 after selling out during the quarter.
  • Next Financial Group sold 92 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2016, an estimated $2K.
  • Next Financial Group first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2014 and held it in 6 quarters.
  • Next Financial Group's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $3K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2016.

Based on Next Financial Group's 13F filing for Q2 2016, filed 7 Jul 2016.