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

OneDigital Investment 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
2018 Q2	–	Sell	-534	Closed	-$16K	–	1412
2018 Q1	$16K	Hold	534	–	–	﹤0.01%	892
2017 Q4	$16K	Buy	+534	New	+$16K	﹤0.01%	882
2017 Q3	–	Sell	-534	Closed	-$16K	–	1245
2017 Q2	$16K	Buy	+534	New	+$16K	﹤0.01%	835

Other funds holding PWY

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

OneDigital Investment Advisors's PWY Position: Q2 2018 in Review

OneDigital Investment Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 534 shares — an estimated $16K sold.

OneDigital Investment Advisors first reported a position in PWY in Q2 2017 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

OneDigital Investment Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 534 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $16K.
OneDigital Investment Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 3 quarters.
OneDigital Investment Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $16K in Q1 2018.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on OneDigital Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.