Oppenheimer & Co’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Oppenheimer & Co’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
2018 Q2	–	Sell	-4,493	Closed	-$205K	–	1436
2018 Q1	$205K	Sell	4,493 -528	-11%	-$24.1K	0.01%	1210
2017 Q4	$213K	Buy	+5,021	New	+$213K	0.01%	1190
2014 Q1	–	Sell	-7,054	Closed	-$205K	–	1562
2013 Q4	$205K	Buy	+7,054	New	+$205K	0.01%	1202

Other funds holding PWJ

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Oppenheimer & Co's PWJ Position: Q2 2018 in Review

Oppenheimer & Co sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 4,493 shares — an estimated $205K sold.

Oppenheimer & Co first reported a position in PWJ in Q4 2013 and held it in 3 quarters. The position peaked at $213K in Q4 2017. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

Oppenheimer & Co reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Oppenheimer & Co sold 4,493 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $205K.
Oppenheimer & Co first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2013 and held it in 3 quarters.
Oppenheimer & Co's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $213K in Q4 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Oppenheimer & Co's 13F filing for Q2 2018, filed 10 Aug 2018.