UBS Group
PWJ

UBS Group’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

UBS Group’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
2018
Q2 		– Sell
-18,732
Closed -$854K – 8701
2018
Q1 		$854K Sell
18,732
-990
-5% -$45.1K ﹤0.01% 3842
2017
Q4 		$837K Buy
19,722
+11,774
+148% +$500K ﹤0.01% 3920
2017
Q3 		$306K Sell
7,948
-452
-5% -$17.4K ﹤0.01% 4556
2017
Q2 		$307K Sell
8,400
-2,849
-25% -$104K ﹤0.01% 4471
2017
Q1 		$384K Buy
11,249
+1,832
+19% +$62.5K ﹤0.01% 4235
2016
Q4 		$292K Sell
9,417
-2,458
-21% -$76.2K ﹤0.01% 4511
2016
Q3 		$374K Buy
11,875
+2,090
+21% +$65.8K ﹤0.01% 4111
2016
Q2 		$288K Sell
9,785
-1,569
-14% -$46.2K ﹤0.01% 4293
2016
Q1 		$328K Sell
11,354
-486
-4% -$14K ﹤0.01% 4117
2015
Q4 		$356K Sell
11,840
-24,276
-67% -$730K ﹤0.01% 4212
2015
Q3 		$1.04M Sell
36,116
-1,482
-4% -$42.8K ﹤0.01% 3305
2015
Q2 		$1.21M Sell
37,598
-7,310
-16% -$234K ﹤0.01% 3410
2015
Q1 		$1.46M Sell
44,908
-13,183
-23% -$427K ﹤0.01% 3227
2014
Q4 		$1.84M Buy
+58,091
New +$1.84M ﹤0.01% 2983

Other funds holding PWJ

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

UBS Group's PWJ Position: Q2 2018 in Review

UBS Group sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 18,732 shares — an estimated $854K sold.

UBS Group first reported a position in PWJ in Q4 2014 and held it in 14 quarters. The position peaked at $1.84M in Q4 2014. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

  • UBS Group reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • UBS Group sold 18,732 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $854K.
  • UBS Group first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2014 and held it in 14 quarters.
  • UBS Group's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $1.84M in Q4 2014.
  • 2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on UBS Group's 13F filing for Q2 2018, filed 14 Aug 2018.