CAN
PIV

Cetera Advisor Networks’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Cetera Advisor Networks’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
2018
Q2 		– Sell
-133,736
Closed -$3.98M – 1021
2018
Q1 		$3.98M Sell
133,736
-4,319
-3% -$129K 0.18% 125
2017
Q4 		$4.2M Sell
138,055
-61
-0% -$1.85K 0.18% 130
2017
Q3 		$3.98M Buy
138,116
+7,863
+6% +$226K 0.18% 125
2017
Q2 		$3.65M Sell
130,253
-4,771
-4% -$134K 0.17% 129
2017
Q1 		$3.69M Buy
135,024
+4,939
+4% +$135K 0.18% 122
2016
Q4 		$3.38M Buy
130,085
+30,637
+31% +$797K 0.18% 119
2016
Q3 		$2.5M Buy
99,448
+28,295
+40% +$712K 0.1% 199
2016
Q2 		$1.77M Buy
71,153
+2,231
+3% +$55.4K 0.1% 201
2016
Q1 		$1.7M Buy
68,922
+46,053
+201% +$1.13M 0.11% 193
2015
Q4 		$530K Buy
22,869
+11,292
+98% +$262K 0.03% 415
2015
Q3 		$258K Buy
+11,577
New +$258K 0.02% 639

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Cetera Advisor Networks's PIV Position: Q2 2018 in Review

Cetera Advisor Networks sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 133,736 shares — an estimated $3.98M sold.

Cetera Advisor Networks first reported a position in PIV in Q3 2015 and held it in 11 quarters. The position peaked at $4.2M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Cetera Advisor Networks reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Cetera Advisor Networks sold 133,736 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $3.98M.
  • Cetera Advisor Networks first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2015 and held it in 11 quarters.
  • Cetera Advisor Networks's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $4.2M in Q4 2017.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Cetera Advisor Networks's 13F filing for Q2 2018, filed 14 Aug 2018.