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PWT

POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO
PWT

Delisted

PWT was delisted on the 15th of June, 2011.

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2 hedge funds and large institutions have $152K invested in POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% less funds holding

Funds holding: 22 → 2 (-20)

99% less capital invested

Capital invested by funds: $25M → $152K (-$24.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 20

Holders
2
Holders Change
-20
Holders Change %
-90.91%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$14.2M
2
LPL Financial
LPL Financial
California
-$3.53M
3
Bank of America
Bank of America
North Carolina
-$1.9M
4
Morgan Stanley
Morgan Stanley
New York
-$1.62M
5
AG
Advisor Group
Arizona
-$965K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$121K – – –
SIM
2
Sonora Investment Management
Arizona
$31K – – –
Wells Fargo
3
Wells Fargo
California
– -$14.2M -426,237 Closed
LPL Financial
4
LPL Financial
California
– -$3.53M -106,299 Closed
Bank of America
5
Bank of America
North Carolina
– -$1.9M -57,194 Closed
Morgan Stanley
6
Morgan Stanley
New York
– -$1.62M -48,741 Closed
AG
7
Advisor Group
Arizona
– -$965K -29,042 Closed
IFWM
8
Institute for Wealth Management
Colorado
– -$814K -24,514 Closed
UBS Group
9
UBS Group
Switzerland
– -$329K -9,903 Closed
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
– -$313K -9,431 Closed
CCA
11
Clearwater Capital Advisors
Illinois
– -$232K -6,971 Closed
UWPG
12
Ullmann Wealth Partners Group
Florida
– -$216K -6,751 Closed
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
– -$220K -6,634 Closed
Citigroup
14
Citigroup
New York
– -$175K -5,271 Closed
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
– -$119K -3,562 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$101K -3,050 Closed
BFEC
17
Benjamin F. Edwards & Company
Missouri
– -$56K -1,683 Closed
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
– -$53K -1,603 Closed
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
– -$10K -300 Closed
SPIA
20
Steward Partners Investment Advisory
New York
– -$8K -270 Closed
CAGAS
21
Capital Advisory Group Advisory Services
Minnesota
– -$5K -150 Closed

PWT 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 SMALL CAP GROWTH PORTFOLIO (PWT) for Q2 2018, worth a combined $152K — down 99% from $25M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of PWT and 0 opened new positions — a net loss of 20 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Wells Fargo, exiting entirely with an estimated $14.2M sold.

  • 2 institutional investors held POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO (PWT) as of Q2 2018, down from 22 in Q1 2018.
  • Funds reported $152K of POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO stock for Q2 2018, down 99% quarter-over-quarter.
  • 0 funds opened new POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO positions in Q2 2018 and 20 closed out, a net change of -20 holders.
  • The largest POWERSHARES DYNAMIC SMALL CAP GROWTH PORTFOLIO seller in Q2 2018 was Wells Fargo, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2018.