Formidable Asset Management’s Piper Sandler PIPR Stock Holding History

Formidable Asset Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-288	Closed	-$3K	–	348
2016 Q1	$3K	Sell	288 -40	-12%	-$405	﹤0.01%	443
2015 Q4	$3K	Hold	328	–	–	﹤0.01%	491
2015 Q3	$2K	Hold	328	–	–	﹤0.01%	580
2015 Q2	$4K	Hold	328	–	–	﹤0.01%	460
2015 Q1	$4K	Hold	328	–	–	﹤0.01%	446
2014 Q4	$5K	Hold	328	–	–	﹤0.01%	400
2014 Q3	$5K	Hold	328	–	–	﹤0.01%	399
2014 Q2	$4K	Hold	328	–	–	﹤0.01%	439
2014 Q1	$3K	Hold	328	–	–	﹤0.01%	421
2013 Q4	$3K	Sell	328 -8	-2%	-$73	﹤0.01%	451
2013 Q3	$3K	Buy	+336	New	+$2.83K	﹤0.01%	397

Other funds holding PIPR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM