TH
PWJ

Timber Hill’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

Timber Hill’s Portfolio PWJ Stock Details PWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,839
Closed -$610K – 833
2017
Q3 		$610K Sell
15,839
-7,330
-32% -$282K 0.06% 294
2017
Q2 		$848K Sell
23,169
-485
-2% -$17.8K 0.03% 407
2017
Q1 		$807K Sell
23,654
-511
-2% -$17.4K 0.01% 1205
2016
Q4 		$750K Hold
24,165
– – ﹤0.01% 1433
2016
Q3 		$761K Hold
24,165
– – ﹤0.01% 1265
2016
Q2 		$712K Hold
24,165
– – ﹤0.01% 1412
2016
Q1 		$697K Hold
24,165
– – ﹤0.01% 1427
2015
Q4 		$727K Sell
24,165
-4,564
-16% -$137K ﹤0.01% 1504
2015
Q3 		$830K Sell
28,729
-600
-2% -$17.3K ﹤0.01% 1522
2015
Q2 		$941K Hold
29,329
– – ﹤0.01% 1546
2015
Q1 		$950K Hold
29,329
– – ﹤0.01% 1443
2014
Q4 		$930K Hold
29,329
– – ﹤0.01% 1484
2014
Q3 		$895K Hold
29,329
– – ﹤0.01% 1655
2014
Q2 		$903K Sell
29,329
-700
-2% -$21.6K ﹤0.01% 1724
2014
Q1 		$902K Hold
30,029
– – ﹤0.01% 1679
2013
Q4 		$872K Hold
30,029
– – ﹤0.01% 1941
2013
Q3 		$813K Hold
30,029
– – ﹤0.01% 2104
2013
Q2 		$775K Buy
+30,029
New +$775K ﹤0.01% 2155

Other funds holding PWJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Timber Hill's PWJ Position: Q4 2017 in Review

Timber Hill sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q4 2017, closing a stake of 15,839 shares — an estimated $610K sold.

Timber Hill first reported a position in PWJ in Q2 2013 and held it in 18 quarters. The position peaked at $950K in Q1 2015. 34 funds tracked by Wall St. Rank hold PWJ as of Q4 2017.

  • Timber Hill reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q4 2017 after selling out during the quarter.
  • Timber Hill sold 15,839 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q4 2017, an estimated $610K.
  • Timber Hill first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 18 quarters.
  • Timber Hill's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $950K in Q1 2015.
  • 34 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q4 2017.

Based on Timber Hill's 13F filing for Q4 2017, filed 9 Feb 2018.