SFPM
PWY

Sensible Financial Planning & Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Sensible Financial Planning & Management’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
2015
Q1 		– Sell
-205
Closed -$5K – 73
2014
Q4 		$5K Hold
205
– – 0.01% 69
2014
Q3 		$5K Buy
+205
New +$5K ﹤0.01% 69

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sensible Financial Planning & Management's PWY Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q1 2015, closing a stake of 205 shares — an estimated $5K sold.

Sensible Financial Planning & Management first reported a position in PWY in Q3 2014 and held it in 2 quarters. The position peaked at $5K in Q4 2014. 26 funds tracked by Wall St. Rank hold PWY as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 205 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q1 2015, an estimated $5K.
  • Sensible Financial Planning & Management first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $5K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.