WCM
PWY

Windsor Capital Management’s POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO PWY Stock Holding History

Windsor Capital 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
2013
Q3 		– Sell
-49
Closed -$1K – 430
2013
Q2 		$1K Buy
+49
New +$1K ﹤0.01% 380

Other funds holding PWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Windsor Capital Management's PWY Position: Q3 2013 in Review

Windsor Capital Management sold out of POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO (PWY) in Q3 2013, closing a stake of 49 shares — an estimated $1K sold.

Windsor Capital Management first reported a position in PWY in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 20 funds tracked by Wall St. Rank hold PWY as of Q3 2013.

  • Windsor Capital Management reported no remaining POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Windsor Capital Management sold 49 POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO shares in Q3 2013, an estimated $1K.
  • Windsor Capital Management first reported a position in POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Windsor Capital Management's POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO position peaked at $1K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC SMALL CAP VALUE PORTFOLIO as of Q3 2013.

Based on Windsor Capital Management's 13F filing for Q3 2013, filed 16 Oct 2013.