WFG Advisors’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

WFG Advisors’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 Q2	–	Sell	-500	Closed	-$17K	–	1771
2017 Q1	$17K	Hold	500	–	–	﹤0.01%	935
2016 Q4	$16K	Hold	500	–	–	﹤0.01%	995
2016 Q3	$16K	Hold	500	–	–	﹤0.01%	1012
2016 Q2	$15K	Hold	500	–	–	﹤0.01%	992
2016 Q1	$14K	Hold	500	–	–	﹤0.01%	977
2015 Q4	$15K	Hold	500	–	–	﹤0.01%	981
2015 Q3	$14K	Hold	500	–	–	﹤0.01%	1011
2015 Q2	$16K	Hold	500	–	–	﹤0.01%	1053
2015 Q1	$16K	Hold	500	–	–	﹤0.01%	1068
2014 Q4	$16K	Hold	500	–	–	﹤0.01%	1318
2014 Q3	$15K	Hold	500	–	–	﹤0.01%	1381
2014 Q2	$15K	Hold	500	–	–	﹤0.01%	1379
2014 Q1	$15K	Hold	500	–	–	﹤0.01%	1369
2013 Q4	$15K	Hold	500	–	–	﹤0.01%	1472
2013 Q3	$14K	Hold	500	–	–	﹤0.01%	1426
2013 Q2	$13K	Buy	+500	New	+$13K	﹤0.01%	1385

Other funds holding PWJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's PWJ Position: Q2 2017 in Review

WFG Advisors sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2017, closing a stake of 500 shares — an estimated $17K sold.

WFG Advisors first reported a position in PWJ in Q2 2013 and held it in 16 quarters. The position peaked at $17K in Q1 2017. 30 funds tracked by Wall St. Rank hold PWJ as of Q2 2017.

WFG Advisors reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2017 after selling out during the quarter.
WFG Advisors sold 500 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2017, an estimated $17K.
WFG Advisors first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q2 2013 and held it in 16 quarters.
WFG Advisors's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $17K in Q1 2017.
30 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.