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

BFA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

BIT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Formidable Asset Management's PIPR Position: Q2 2016 in Review

Formidable Asset Management sold out of Piper Sandler (PIPR) in Q2 2016, closing a stake of 288 shares — an estimated $3K sold.

Formidable Asset Management first reported a position in PIPR in Q3 2013 and held it in 11 quarters. The position peaked at $5K in Q4 2014. 179 funds tracked by Wall St. Rank hold PIPR as of Q2 2016.

Formidable Asset Management reported no remaining Piper Sandler position as of Q2 2016 after selling out during the quarter.
Formidable Asset Management sold 288 Piper Sandler shares in Q2 2016, an estimated $3K.
Formidable Asset Management first reported a position in Piper Sandler in Q3 2013 and held it in 11 quarters.
Formidable Asset Management's Piper Sandler position peaked at $5K in Q4 2014.
179 funds tracked by Wall St. Rank held Piper Sandler as of Q2 2016.

Based on Formidable Asset Management's 13F filing for Q2 2016, filed 12 Aug 2016.