SG Americas Securities’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

SG Americas Securities’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	-3,906	Closed	-$126K	–	3783
2017 Q4	$126K	Buy	+3,906	New	+$126K	﹤0.01%	2743
2017 Q3	–	Sell	-16,503	Closed	-$491K	–	3955
2017 Q2	$491K	Sell	16,503 -6,600	-29%	-$196K	﹤0.01%	1881
2017 Q1	$636K	Sell	23,103 -400	-2%	-$11K	0.01%	1677
2016 Q4	$611K	Buy	23,503 +2,981	+15%	+$77.5K	0.01%	1581
2016 Q3	$534K	Buy	20,522 +2,722	+15%	+$70.8K	0.01%	1642
2016 Q2	$421K	Buy	+17,800	New	+$421K	﹤0.01%	1799

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

SG Americas Securities's PWT Position: Q1 2018 in Review

SG Americas Securities sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q1 2018, closing a stake of 3,906 shares — an estimated $126K sold.

SG Americas Securities first reported a position in PWT in Q2 2016 and held it in 6 quarters. The position peaked at $636K in Q1 2017. 22 funds tracked by Wall St. Rank hold PWT as of Q1 2018.

SG Americas Securities reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q1 2018 after selling out during the quarter.
SG Americas Securities sold 3,906 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q1 2018, an estimated $126K.
SG Americas Securities first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q2 2016 and held it in 6 quarters.
SG Americas Securities's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $636K in Q1 2017.
22 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q1 2018.

Based on SG Americas Securities's 13F filing for Q1 2018, filed 3 May 2018.