CAL
PIV

Capital Analysts LLC’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Capital Analysts LLC’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
2017
Q4 		– Sell
-1,800
Closed -$52K – 487
2017
Q3 		$52K Buy
+1,800
New +$52K 0.01% 307

Other funds holding PIV

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Analysts LLC's PIV Position: Q4 2017 in Review

Capital Analysts LLC sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2017, closing a stake of 1,800 shares — an estimated $52K sold.

Capital Analysts LLC first reported a position in PIV in Q3 2017 and held it in 1 quarter. The position peaked at $52K in Q3 2017. 116 funds tracked by Wall St. Rank hold PIV as of Q4 2017.

  • Capital Analysts LLC reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2017 after selling out during the quarter.
  • Capital Analysts LLC sold 1,800 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2017, an estimated $52K.
  • Capital Analysts LLC first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2017 and held it in 1 quarter.
  • Capital Analysts LLC's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $52K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2017.

Based on Capital Analysts LLC's 13F filing for Q4 2017, filed 12 Feb 2018.