FundX Investment Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

FundX Investment Group’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
2016 Q3	–	Sell	-500,092	Closed	-$12.4M	–	59
2016 Q2	$12.4M	Buy	500,092 +160,550	+47%	+$3.99M	3.1%	14
2016 Q1	$8.35M	Buy	339,542 +329,216	+3,188%	+$8.1M	2.08%	14
2015 Q4	$239K	Buy	+10,326	New	+$239K	0.08%	20
2015 Q2	–	Sell	-322,144	Closed	-$7.56M	–	29
2015 Q1	$7.56M	Buy	+322,144	New	+$7.56M	2.33%	13

Other funds holding PIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

FundX Investment Group's PIV Position: Q3 2016 in Review

FundX Investment Group sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q3 2016, closing a stake of 500,092 shares — an estimated $12.4M sold.

FundX Investment Group first reported a position in PIV in Q1 2015 and held it in 4 quarters. The position peaked at $12.4M in Q2 2016. 79 funds tracked by Wall St. Rank hold PIV as of Q3 2016.

FundX Investment Group reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q3 2016 after selling out during the quarter.
FundX Investment Group sold 500,092 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2016, an estimated $12.4M.
FundX Investment Group first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2015 and held it in 4 quarters.
FundX Investment Group's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $12.4M in Q2 2016.
79 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q3 2016.

Based on FundX Investment Group's 13F filing for Q3 2016, filed 7 Nov 2016.