NFG
PWP

Next Financial Group’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Next Financial Group’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
-100
Closed -$3K – 2072
2017
Q2 		$3K Hold
100
– – ﹤0.01% 1708
2017
Q1 		$3K Hold
100
– – ﹤0.01% 1665
2016
Q4 		$3K Buy
+100
New +$3K ﹤0.01% 2132

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

Next Financial Group's PWP Position: Q3 2017 in Review

Next Financial Group sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Next Financial Group first reported a position in PWP in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 24 funds tracked by Wall St. Rank hold PWP as of Q3 2017.

  • Next Financial Group reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 100 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q3 2017, an estimated $3K.
  • Next Financial Group first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2016 and held it in 3 quarters.
  • Next Financial Group's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $3K in Q2 2017.
  • 24 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.