Plante Moran Financial Advisors’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Plante Moran Financial 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	-750	Closed	-$22K	–	1031
2018 Q1	$22K	Hold	750	–	–	0.01%	487
2017 Q4	$23K	Hold	750	–	–	0.01%	483
2017 Q3	$23K	Hold	750	–	–	0.01%	444
2017 Q2	$22K	Buy	+750	New	+$22K	0.01%	462

Other funds holding PWY

LTFS

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

Plante Moran Financial Advisors's PWY Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 750 shares — an estimated $22K sold.

Plante Moran Financial Advisors first reported a position in PWY in Q2 2017 and held it in 4 quarters. The position peaked at $23K in Q4 2017. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

Plante Moran Financial Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 750 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $22K.
Plante Moran Financial Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 4 quarters.
Plante Moran Financial Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $23K in Q4 2017.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.