Steward Partners Investment Advisory’s POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO PWT Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-270	Closed	-$8K	–	2657
2018 Q1	$8K	Hold	270	–	–	﹤0.01%	1671
2017 Q4	$8K	Hold	270	–	–	﹤0.01%	1422
2017 Q3	$8K	Sell	270 -340	-56%	-$10.1K	﹤0.01%	1190
2017 Q2	$18K	Hold	610	–	–	﹤0.01%	906
2017 Q1	$16K	Hold	610	–	–	﹤0.01%	826
2016 Q4	$15K	Buy	+610	New	+$15K	0.01%	494

Other funds holding PWT

LTFS

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

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Steward Partners Investment Advisory sold out of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) in Q2 2018, closing a stake of 270 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in PWT in Q4 2016 and held it in 6 quarters. The position peaked at $18K in Q2 2017. 2 funds tracked by Wall St. Rank hold PWT as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 270 POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO shares in Q2 2018, an estimated $8K.
Steward Partners Investment Advisory first reported a position in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO position peaked at $18K in Q2 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO as of Q2 2018.

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