Federation des caisses Desjardins du Quebec’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Federation des caisses Desjardins du Quebec’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	-3,080	Closed	-$91.9K	–	2315
2018 Q1	$91.9K	Hold	3,080	–	–	﹤0.01%	1185
2017 Q4	$93.8K	Hold	3,080	–	–	﹤0.01%	1184
2017 Q3	$88.7K	Hold	3,080	–	–	﹤0.01%	1182
2017 Q2	$86.1K	Sell	3,080 -590	-16%	-$16.5K	﹤0.01%	1253
2017 Q1	$100K	Buy	+3,670	New	+$100K	﹤0.01%	1024

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's PIV Position: Q2 2018 in Review

Federation des caisses Desjardins du Quebec sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 3,080 shares — an estimated $91.9K sold.

Federation des caisses Desjardins du Quebec first reported a position in PIV in Q1 2017 and held it in 5 quarters. The position peaked at $100K in Q1 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Federation des caisses Desjardins du Quebec 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.
Federation des caisses Desjardins du Quebec sold 3,080 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $91.9K.
Federation des caisses Desjardins du Quebec 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.
Federation des caisses Desjardins du Quebec's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $100K in Q1 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 Federation des caisses Desjardins du Quebec's 13F filing for Q2 2018, filed 30 Aug 2024.