Steward Partners Investment Advisory’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,188	Closed	-$63K	–	2659
2018 Q1	$63K	Hold	2,188	–	–	﹤0.01%	923
2017 Q4	$67K	Hold	2,188	–	–	0.01%	738
2017 Q3	$66K	Hold	2,188	–	–	0.01%	627
2017 Q2	$63K	Hold	2,188	–	–	0.01%	575
2017 Q1	$63K	Sell	2,188 -275	-11%	-$7.92K	0.01%	506
2016 Q4	$74K	Buy	+2,463	New	+$74K	0.03%	274

Other funds holding PWY

LTFS

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

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

Steward Partners Investment Advisory sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 2,188 shares — an estimated $63K sold.

Steward Partners Investment Advisory first reported a position in PWY in Q4 2016 and held it in 6 quarters. The position peaked at $74K in Q4 2016. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

Steward Partners Investment Advisory reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,188 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $63K.
Steward Partners Investment Advisory first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q4 2016 and held it in 6 quarters.
Steward Partners Investment Advisory's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $74K in Q4 2016.
1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

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