DWM
PIV

Doyle Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Doyle Wealth Management’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
-36,905
Closed -$1.1M – 192
2018
Q1 		$1.1M Buy
36,905
+1,869
+5% +$55.8K 0.19% 63
2017
Q4 		$1.07M Sell
35,036
-864
-2% -$26.3K 0.18% 61
2017
Q3 		$1.03M Buy
35,900
+1,223
+4% +$35.2K 0.18% 61
2017
Q2 		$970K Buy
34,677
+2,312
+7% +$64.7K 0.18% 61
2017
Q1 		$886K Buy
+32,365
New +$886K 0.18% 63

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

Doyle Wealth Management's PIV Position: Q2 2018 in Review

Doyle Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 36,905 shares — an estimated $1.1M sold.

Doyle Wealth Management first reported a position in PIV in Q1 2017 and held it in 5 quarters. The position peaked at $1.1M in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Doyle Wealth Management 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.
  • Doyle Wealth Management sold 36,905 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $1.1M.
  • Doyle Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2017 and held it in 5 quarters.
  • Doyle Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $1.1M 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 Doyle Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.