Sequoia Wealth Management’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Sequoia Wealth Management’s Portfolio PWO Stock Details PWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-13,182	Closed	-$1.41M	–	60
2018 Q1	$1.41M	Buy	13,182 +2,973	+29%	+$318K	1.36%	15
2017 Q4	$1.09M	Buy	+10,209	New	+$1.09M	0.99%	25

Other funds holding PWO

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return

LTFS

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

Sequoia Wealth Management's PWO Position: Q2 2018 in Review

Sequoia Wealth Management sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q2 2018, closing a stake of 13,182 shares — an estimated $1.41M sold.

Sequoia Wealth Management first reported a position in PWO in Q4 2017 and held it in 2 quarters. The position peaked at $1.41M in Q1 2018. 2 funds tracked by Wall St. Rank hold PWO as of Q2 2018.

Sequoia Wealth Management reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q2 2018 after selling out during the quarter.
Sequoia Wealth Management sold 13,182 POWER SHARES ETF DYNAMIC OTC shares in Q2 2018, an estimated $1.41M.
Sequoia Wealth Management first reported a position in POWER SHARES ETF DYNAMIC OTC in Q4 2017 and held it in 2 quarters.
Sequoia Wealth Management's POWER SHARES ETF DYNAMIC OTC position peaked at $1.41M in Q1 2018.
2 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q2 2018.

Based on Sequoia Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.