Clear Perspective Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Clear Perspective Advisors’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	-53	Closed	-$2K	–	524
2018 Q1	$2K	Hold	53	–	–	﹤0.01%	472
2017 Q4	$2K	Hold	53	–	–	﹤0.01%	443
2017 Q3	$2K	Hold	53	–	–	﹤0.01%	445
2017 Q2	$1K	Hold	53	–	–	﹤0.01%	470
2017 Q1	$1K	Hold	53	–	–	﹤0.01%	409
2016 Q4	$1K	Buy	+53	New	+$1K	﹤0.01%	408

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

Clear Perspective Advisors's PIV Position: Q2 2018 in Review

Clear Perspective Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 53 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $2K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Clear Perspective Advisors 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.
Clear Perspective Advisors sold 53 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2K in Q1 2018.
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 Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.