FSA
PIV

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

Financial Sense 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
2017
Q3 		– Sell
-8,300
Closed -$232K – 106
2017
Q2 		$232K Hold
8,300
– – 0.12% 76
2017
Q1 		$227K Buy
+8,300
New +$227K 0.14% 65

Other funds holding PIV

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Sense Advisors's PIV Position: Q3 2017 in Review

Financial Sense Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q3 2017, closing a stake of 8,300 shares — an estimated $232K sold.

Financial Sense Advisors first reported a position in PIV in Q1 2017 and held it in 2 quarters. The position peaked at $232K in Q2 2017. 100 funds tracked by Wall St. Rank hold PIV as of Q3 2017.

  • Financial Sense Advisors reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q3 2017 after selling out during the quarter.
  • Financial Sense Advisors sold 8,300 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2017, an estimated $232K.
  • Financial Sense Advisors 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 2 quarters.
  • Financial Sense Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $232K in Q2 2017.
  • 100 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q3 2017.

Based on Financial Sense Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.