PG
PWJ

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

Patten 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
2018
Q2 		– Sell
-325
Closed -$15K – 700
2018
Q1 		$15K Buy
+325
New +$15K 0.01% 432

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

Patten Group's PWJ Position: Q2 2018 in Review

Patten Group sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 325 shares — an estimated $15K sold.

Patten Group first reported a position in PWJ in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • Patten Group reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Patten Group sold 325 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $15K.
  • Patten Group first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Patten Group's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $15K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Patten Group's 13F filing for Q2 2018, filed 14 Aug 2018.