Raymond James & Associates’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Raymond James & Associates’s Portfolio PWT Stock Details PWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-7,037	Closed	-$226K	–	3683
2017 Q4	$226K	Sell	7,037 -1,063	-13%	-$34.1K	﹤0.01%	2989
2017 Q3	$250K	Sell	8,100 -667	-8%	-$20.6K	﹤0.01%	2908
2017 Q2	$261K	Sell	8,767 -1,162	-12%	-$34.6K	﹤0.01%	2819
2017 Q1	$273K	Buy	+9,929	New	+$273K	﹤0.01%	2750

Other funds holding PWT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James & Associates's PWT Position: Q1 2018 in Review

Raymond James & Associates sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q1 2018, closing a stake of 7,037 shares — an estimated $226K sold.

Raymond James & Associates first reported a position in PWT in Q1 2017 and held it in 4 quarters. The position peaked at $273K in Q1 2017. 22 funds tracked by Wall St. Rank hold PWT as of Q1 2018.

Raymond James & Associates reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
Raymond James & Associates sold 7,037 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q1 2018, an estimated $226K.
Raymond James & Associates first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q1 2017 and held it in 4 quarters.
Raymond James & Associates's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $273K in Q1 2017.
22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q1 2018.

Based on Raymond James & Associates's 13F filing for Q1 2018, filed 14 May 2018.