Stifel Financial
PWP

Stifel Financial’s POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO PWP Stock Holding History

Stifel Financial’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
2016
Q1 		– Sell
-30,383
Closed -$753K – 2516
2015
Q4 		$753K Buy
30,383
+132
+0.4% +$3.27K ﹤0.01% 1442
2015
Q3 		$743K Sell
30,251
-456
-1% -$11.2K ﹤0.01% 1348
2015
Q2 		$828K Buy
30,707
+71
+0.2% +$1.91K ﹤0.01% 1423
2015
Q1 		$860K Buy
30,636
+313
+1% +$8.79K ﹤0.01% 1354
2014
Q4 		$838K Sell
30,323
-211
-0.7% -$5.83K ﹤0.01% 1358
2014
Q3 		$798K Buy
+30,534
New +$798K 0.01% 1256

Other funds holding PWP

AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Stifel Financial's PWP Position: Q1 2016 in Review

Stifel Financial sold out of POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO (PWP) in Q1 2016, closing a stake of 30,383 shares — an estimated $753K sold.

Stifel Financial first reported a position in PWP in Q3 2014 and held it in 6 quarters. The position peaked at $860K in Q1 2015. 21 funds tracked by Wall St. Rank hold PWP as of Q1 2016.

  • Stifel Financial reported no remaining POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position as of Q1 2016 after selling out during the quarter.
  • Stifel Financial sold 30,383 POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO shares in Q1 2016, an estimated $753K.
  • Stifel Financial first reported a position in POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO in Q3 2014 and held it in 6 quarters.
  • Stifel Financial's POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO position peaked at $860K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP VALUE PORTFOLIO as of Q1 2016.

Based on Stifel Financial's 13F filing for Q1 2016, filed 16 May 2016.