WA
PWO

WFG Advisors’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

WFG Advisors’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$8K – 1770
2017
Q1 		$8K Hold
100
– – ﹤0.01% 1147
2016
Q4 		$8K Hold
100
– – ﹤0.01% 1189
2016
Q3 		$8K Hold
100
– – ﹤0.01% 1208
2016
Q2 		$7K Sell
100
-1,101
-92% -$77.1K ﹤0.01% 1200
2016
Q1 		$84K Sell
1,201
-1,000
-45% -$69.9K 0.02% 521
2015
Q4 		$164K Hold
2,201
– – 0.05% 340
2015
Q3 		$159K Buy
2,201
+1,200
+120% +$86.7K 0.05% 341
2015
Q2 		$80K Buy
1,001
+601
+150% +$48K 0.02% 598
2015
Q1 		$31K Hold
400
– – 0.01% 870
2014
Q4 		$29K Buy
+400
New +$29K 0.01% 1105

Other funds holding PWO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WFG Advisors's PWO Position: Q2 2017 in Review

WFG Advisors sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q2 2017, closing a stake of 100 shares — an estimated $8K sold.

WFG Advisors first reported a position in PWO in Q4 2014 and held it in 10 quarters. The position peaked at $164K in Q4 2015. 24 funds tracked by Wall St. Rank hold PWO as of Q2 2017.

  • WFG Advisors reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q2 2017 after selling out during the quarter.
  • WFG Advisors sold 100 POWER SHARES ETF DYNAMIC OTC shares in Q2 2017, an estimated $8K.
  • WFG Advisors first reported a position in POWER SHARES ETF DYNAMIC OTC in Q4 2014 and held it in 10 quarters.
  • WFG Advisors's POWER SHARES ETF DYNAMIC OTC position peaked at $164K in Q4 2015.
  • 24 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q2 2017.

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