YorkBridge Wealth Partners’s POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO PWJ Stock Holding History

YorkBridge Wealth Partners’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	-319	Closed	-$15K	–	910
2018 Q1	$15K	Sell	319 -15	-4%	-$705	0.01%	587
2017 Q4	$14K	Sell	334 -82	-20%	-$3.44K	0.01%	603
2017 Q3	$16K	Hold	416	–	–	0.01%	586
2017 Q2	$15K	Sell	416 -84	-17%	-$3.03K	0.01%	581
2017 Q1	$17K	Hold	500	–	–	0.01%	547
2016 Q4	$16K	Buy	+500	New	+$16K	0.01%	503

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

YorkBridge Wealth Partners's PWJ Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) in Q2 2018, closing a stake of 319 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in PWJ in Q4 2016 and held it in 6 quarters. The position peaked at $17K in Q1 2017. 2 funds tracked by Wall St. Rank hold PWJ as of Q2 2018.

YorkBridge Wealth Partners reported no remaining POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position as of Q2 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 319 POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO shares in Q2 2018, an estimated $15K.
YorkBridge Wealth Partners first reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in Q4 2016 and held it in 6 quarters.
YorkBridge Wealth Partners's POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO position peaked at $17K in Q1 2017.
2 funds tracked by Wall St. Rank held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.