Steward Partners Investment Advisory’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Steward Partners Investment Advisory’s Portfolio PWP Stock Details PWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,339	Closed	-$40K	–	2669
2018 Q1	$40K	Hold	1,339	–	–	﹤0.01%	1083
2017 Q4	$41K	Hold	1,339	–	–	﹤0.01%	898
2017 Q3	$40K	Hold	1,339	–	–	﹤0.01%	752
2017 Q2	$40K	Hold	1,339	–	–	﹤0.01%	680
2017 Q1	$42K	Sell	1,339 -250	-16%	-$7.84K	0.01%	598
2016 Q4	$49K	Buy	+1,589	New	+$49K	0.02%	322

Other funds holding PWP

LTFS

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

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

Steward Partners Investment Advisory sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q2 2018, closing a stake of 1,339 shares — an estimated $40K sold.

Steward Partners Investment Advisory first reported a position in PWP in Q4 2016 and held it in 6 quarters. The position peaked at $49K in Q4 2016. 1 fund tracked by Wall St. Rank holds PWP as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,339 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $40K.
Steward Partners Investment Advisory first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $49K in Q4 2016.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q2 2018.

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