POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO
PWJ
PWJ was delisted on the 15th of June, 2011.
2 hedge funds and large institutions have $2.45M invested in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 37 closing their positions.
93% less capital invested
Capital invested by funds: $34.9M → $2.45M (-$32.5M)
95% less funds holding
Funds holding: 38 → 2 (-36)
97% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 37
Top Buyers
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$225K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$7.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$5.33M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.69M |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$3.1M |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$2.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
26
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$97K | -2,302 | Closed |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$92K | -2,030 | Closed |
|
|
BCMIO
28
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$85K | -1,864 | Closed |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| – | -$64K | -1,415 | Closed |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$51K | -1,130 | Closed |
|
|
TAIM
31
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$47K | -1,037 | Closed |
|
32
William Blair & Company
Chicago,
Illinois
| – | -$41K | -900 | Closed |
|
|
SPIA
33
Steward Partners Investment Advisory
New York
| – | -$18K | -400 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$15K | -354 | Closed |
|
|
PG
35
Patten Group
Chattanooga,
Tennessee
| – | -$15K | -325 | Closed |
|
|
YWP
36
YorkBridge Wealth Partners
New York
| – | -$15K | -319 | Closed |
|
37
Citigroup
New York
| – | -$13K | -275 | Closed |
|
|
WEC
38
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$4.56K | -100 | Closed |
|
PWJ Hedge Fund Activity: Q2 2018 in Review
2 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) for Q2 2018, worth a combined $2.45M — down 93% from $34.9M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PWJ and 1 opened new positions — a net loss of 36 holders — while 0 trimmed existing stakes and 0 added.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $225K. The largest seller was Morgan Stanley, exiting entirely with an estimated $7.24M sold.
- 2 institutional investors held POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO (PWJ) as of Q2 2018, down from 38 in Q1 2018.
- Funds reported $2.45M of POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO stock for Q2 2018, down 93% quarter-over-quarter.
- 1 fund opened new POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO positions in Q2 2018 and 37 closed out, a net change of -36 holders.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO buyer in Q2 2018 was Freedom Investment Management, an estimated $225K added.
- The largest POWERSHARES DYNAMIC MID CAP GRTH PORTFOLIO seller in Q2 2018 was Morgan Stanley, an estimated $7.24M sold.
Based on aggregated 13F filings for Q2 2018.