SBL
PWJ

Sargent Bickham Lagudis’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Sargent Bickham Lagudis’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
2016
Q2 		– Sell
-2,748
Closed -$79K – 800
2016
Q1 		$79K Buy
+2,748
New +$79K 0.01% 299

Other funds holding PWJ

CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sargent Bickham Lagudis's PWJ Position: Q2 2016 in Review

Sargent Bickham Lagudis sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2016, closing a stake of 2,748 shares — an estimated $79K sold.

Sargent Bickham Lagudis first reported a position in PWJ in Q1 2016 and held it in 1 quarter. The position peaked at $79K in Q1 2016. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2016.

  • Sargent Bickham Lagudis reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2016 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 2,748 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2016, an estimated $79K.
  • Sargent Bickham Lagudis first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q1 2016 and held it in 1 quarter.
  • Sargent Bickham Lagudis's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $79K in Q1 2016.
  • 30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2016, filed 7 Sep 2021.