Steward Partners Investment Advisory’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Steward Partners Investment Advisory’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
2018 Q2	–	Sell	-400	Closed	-$18K	–	2658
2018 Q1	$18K	Hold	400	–	–	﹤0.01%	1393
2017 Q4	$16K	Hold	400	–	–	﹤0.01%	1214
2017 Q3	$15K	Hold	400	–	–	﹤0.01%	1021
2017 Q2	$14K	Hold	400	–	–	﹤0.01%	974
2017 Q1	$13K	Sell	400 -100	-20%	-$3.25K	﹤0.01%	882
2016 Q4	$15K	Buy	+500	New	+$15K	0.01%	495

Other funds holding PWJ

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Steward Partners Investment Advisory's PWJ Position: Q2 2018 in Review

Steward Partners Investment Advisory sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 400 shares — an estimated $18K sold.

Steward Partners Investment Advisory first reported a position in PWJ in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q1 2018. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 400 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $18K.
Steward Partners Investment Advisory first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $18K in Q1 2018.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2018, filed 20 Jul 2018.