NFG
PWY

Next Financial Group’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Next Financial Group’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
Q1 		– Sell
-3
Closed – – 2564
2016
Q4 		$0 Buy
+3
New – ﹤0.01% 2611

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 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
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Next Financial Group's PWY Position: Q1 2017 in Review

Next Financial Group sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2017, closing a stake of 3 shares.

Next Financial Group first reported a position in PWY in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 31 funds tracked by Wall St. Rank hold PWY as of Q1 2017.

  • Next Financial Group reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 3 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2017.
  • Next Financial Group first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2016 and held it in 1 quarter.
  • Next Financial Group's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $0 in Q4 2016.
  • 31 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.