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PIV

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

FCG 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
-17,636
Closed -$526K – 143
2018
Q1 		$526K Buy
17,636
+44
+0.3% +$1.31K 0.18% 63
2017
Q4 		$536K Buy
17,592
+521
+3% +$15.9K 0.2% 59
2017
Q3 		$491K Sell
17,071
-770
-4% -$22.1K 0.18% 66
2017
Q2 		$499K Buy
17,841
+52
+0.3% +$1.45K 0.17% 73
2017
Q1 		$487K Buy
17,789
+2,611
+17% +$71.5K 0.2% 62
2016
Q4 		$394K Sell
15,178
-1,905
-11% -$49.5K 0.18% 66
2016
Q3 		$430K Buy
17,083
+3,140
+23% +$79K 0.13% 72
2016
Q2 		$346K Buy
13,943
+5,643
+68% +$140K 0.11% 90
2016
Q1 		$204K Buy
+8,300
New +$204K 0.07% 90

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

FCG Advisors's PIV Position: Q2 2018 in Review

FCG 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 17,636 shares — an estimated $526K sold.

FCG Advisors first reported a position in PIV in Q1 2016 and held it in 9 quarters. The position peaked at $536K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • FCG 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.
  • FCG Advisors sold 17,636 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $526K.
  • FCG Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2016 and held it in 9 quarters.
  • FCG Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $536K 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 FCG Advisors's 13F filing for Q2 2018, filed 20 Jul 2018.