BUB
PIV

BBVA USA Bancshares’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

BBVA USA Bancshares’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,342
Closed -$210K – 580
2016
Q3 		$210K Hold
8,342
– – 0.02% 529
2016
Q2 		$207K Buy
+8,342
New +$207K 0.02% 504

Other funds holding PIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

BBVA USA Bancshares's PIV Position: Q4 2016 in Review

BBVA USA Bancshares sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2016, closing a stake of 8,342 shares — an estimated $210K sold.

BBVA USA Bancshares first reported a position in PIV in Q2 2016 and held it in 2 quarters. The position peaked at $210K in Q3 2016. 81 funds tracked by Wall St. Rank hold PIV as of Q4 2016.

  • BBVA USA Bancshares reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2016 after selling out during the quarter.
  • BBVA USA Bancshares sold 8,342 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2016, an estimated $210K.
  • BBVA USA Bancshares first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2016 and held it in 2 quarters.
  • BBVA USA Bancshares's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $210K in Q3 2016.
  • 81 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2016.

Based on BBVA USA Bancshares's 13F filing for Q4 2016, filed 8 Feb 2017.