PAG
PWP

Private Advisor Group’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Private Advisor Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,753
Closed -$46K – 1410
2014
Q3 		$46K Buy
+1,753
New +$46K ﹤0.01% 1059

Other funds holding PWP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Private Advisor Group's PWP Position: Q4 2014 in Review

Private Advisor Group sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q4 2014, closing a stake of 1,753 shares — an estimated $46K sold.

Private Advisor Group first reported a position in PWP in Q3 2014 and held it in 1 quarter. The position peaked at $46K in Q3 2014. 21 funds tracked by Wall St. Rank hold PWP as of Q4 2014.

  • Private Advisor Group reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q4 2014 after selling out during the quarter.
  • Private Advisor Group sold 1,753 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q4 2014, an estimated $46K.
  • Private Advisor Group first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q3 2014 and held it in 1 quarter.
  • Private Advisor Group's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $46K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q4 2014.

Based on Private Advisor Group's 13F filing for Q4 2014, filed 17 Feb 2015.