Commonwealth Equity Services’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-37,291
Closed -$724K 2591
2017
Q1
$724K Sell
37,291
-1,157
-3% -$22.6K ﹤0.01% 1286
2016
Q4
$746K Buy
38,448
+783
+2% +$15.4K 0.01% 1187
2016
Q3
$745K Buy
37,665
+772
+2% +$15.3K 0.01% 1153
2016
Q2
$718K Buy
36,893
+755
+2% +$14.9K 0.01% 1147
2016
Q1
$721K Buy
36,138
+438
+1% +$8.66K 0.01% 1118
2015
Q4
$746K Buy
35,700
+2,112
+6% +$44.6K 0.01% 1077
2015
Q3
$704K Buy
33,588
+8,085
+32% +$177K 0.01% 1063
2015
Q2
$590K Buy
25,503
+6,987
+38% +$165K 0.01% 1240
2015
Q1
$435K Buy
18,516
+4,903
+36% +$115K ﹤0.01% 1402
2014
Q4
$317K Buy
13,613
+2,478
+22% +$58.7K ﹤0.01% 1539
2014
Q3
$270K Buy
+11,135
New +$271K ﹤0.01% 1625

Commonwealth Equity Services's HVPW Position: Q2 2017 in Review

Commonwealth Equity Services sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 37,291 shares — an estimated $724K sold.

Commonwealth Equity Services first reported a position in HVPW in Q3 2014 and held it in 11 quarters. The position peaked at $746K in Q4 2016. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

  • Commonwealth Equity Services reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 37,291 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $724K.
  • Commonwealth Equity Services first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q3 2014 and held it in 11 quarters.
  • Commonwealth Equity Services's U.S. Equity High Volatility Put Write Index Fund position peaked at $746K in Q4 2016.
  • 0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Commonwealth Equity Services's 13F filing for Q2 2017, filed 11 Aug 2017.