TAIM
PWY

TD Ameritrade Investment Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

TD Ameritrade Investment Management’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
-51,023
Closed -$1.49M – 477
2018
Q1 		$1.49M Sell
51,023
-668
-1% -$19.5K 0.02% 65
2017
Q4 		$1.59M Sell
51,691
-464
-0.9% -$14.3K 0.02% 58
2017
Q3 		$1.58M Buy
52,155
+132
+0.3% +$3.99K 0.02% 57
2017
Q2 		$1.52M Sell
52,023
-26,675
-34% -$778K 0.02% 56
2017
Q1 		$2.29M Buy
78,698
+835
+1% +$24.3K 0.03% 52
2016
Q4 		$2.36M Sell
77,863
-1,271
-2% -$38.5K 0.04% 52
2016
Q3 		$2.08M Buy
79,134
+34
+0% +$894 0.04% 51
2016
Q2 		$1.9M Buy
79,100
+26,156
+49% +$628K 0.04% 48
2016
Q1 		$1.23M Buy
52,944
+573
+1% +$13.3K 0.02% 54
2015
Q4 		$1.2M Sell
52,371
-585
-1% -$13.4K 0.02% 55
2015
Q3 		$1.21M Sell
52,956
-11
-0% -$251 0.03% 53
2015
Q2 		$1.37M Buy
52,967
+267
+0.5% +$6.91K 0.03% 55
2015
Q1 		$1.39M Buy
52,700
+570
+1% +$15K 0.03% 56
2014
Q4 		$1.35M Buy
52,130
+1,015
+2% +$26.4K 0.03% 56
2014
Q3 		$1.21M Sell
51,115
-192
-0.4% -$4.56K 0.03% 56
2014
Q2 		$1.33M Sell
51,307
-2,912
-5% -$75.3K 0.03% 55
2014
Q1 		$1.37M Sell
54,219
-1,165
-2% -$29.5K 0.04% 57
2013
Q4 		$1.38M Sell
55,384
-265
-0.5% -$6.58K 0.04% 58
2013
Q3 		$1.25M Buy
55,649
+1,297
+2% +$29.1K 0.04% 60
2013
Q2 		$1.11M Buy
+54,352
New +$1.11M 0.04% 58

Other funds holding PWY

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

TD Ameritrade Investment Management's PWY Position: Q2 2018 in Review

TD Ameritrade Investment Management sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q2 2018, closing a stake of 51,023 shares — an estimated $1.49M sold.

TD Ameritrade Investment Management first reported a position in PWY in Q2 2013 and held it in 20 quarters. The position peaked at $2.36M in Q4 2016. 1 fund tracked by Wall St. Rank holds PWY as of Q2 2018.

  • TD Ameritrade Investment Management reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 51,023 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q2 2018, an estimated $1.49M.
  • TD Ameritrade Investment Management first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2013 and held it in 20 quarters.
  • TD Ameritrade Investment Management's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $2.36M in Q4 2016.
  • 1 fund tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q2 2018.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.