GRP
PIV

Global Retirement Partners’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Global Retirement Partners’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
-1,428
Closed -$43K – 1619
2018
Q1 		$43K Hold
1,428
– – 0.01% 569
2017
Q4 		$43K Sell
1,428
-119
-8% -$3.58K 0.01% 539
2017
Q3 		$45K Hold
1,547
– – 0.02% 461
2017
Q2 		$43K Sell
1,547
-579
-27% -$16.1K 0.02% 441
2017
Q1 		$58K Hold
2,126
– – 0.03% 356
2016
Q4 		$55K Buy
+2,126
New +$55K 0.04% 341

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Global Retirement Partners's PIV Position: Q2 2018 in Review

Global Retirement Partners sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 1,428 shares — an estimated $43K sold.

Global Retirement Partners first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $58K in Q1 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Global Retirement Partners 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.
  • Global Retirement Partners sold 1,428 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $43K.
  • Global Retirement Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2016 and held it in 6 quarters.
  • Global Retirement Partners's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $58K 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 Global Retirement Partners's 13F filing for Q2 2018, filed 13 Aug 2018.