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

Reilly 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	-172	Closed	-$5K	–	1064
2018 Q1	$5K	Hold	172	–	–	﹤0.01%	791
2017 Q4	$5K	Hold	172	–	–	﹤0.01%	795
2017 Q3	$5K	Hold	172	–	–	﹤0.01%	785
2017 Q2	$5K	Buy	+172	New	+$5K	﹤0.01%	794

Other funds holding PWY

LTFS

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

Reilly Financial Advisors's PWY Position: Q2 2018 in Review

Reilly Financial Advisors sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 172 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in PWY in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q1 2018. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

Reilly Financial Advisors reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Reilly Financial Advisors sold 172 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $5K.
Reilly Financial Advisors first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2017 and held it in 4 quarters.
Reilly Financial Advisors's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $5K in Q1 2018.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.