HH
PIV

Hilltop Holdings’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Hilltop Holdings’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
-164,690
Closed -$4.91M – 486
2018
Q1 		$4.91M Buy
+164,690
New +$4.91M 0.86% 23
2017
Q4 		– Sell
-62,477
Closed -$1.8M – 365
2017
Q3 		$1.8M Buy
+62,477
New +$1.8M 0.54% 55

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

Hilltop Holdings's PIV Position: Q2 2018 in Review

Hilltop Holdings sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 164,690 shares — an estimated $4.91M sold.

Hilltop Holdings first reported a position in PIV in Q3 2017 and held it in 2 quarters. The position peaked at $4.91M in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Hilltop Holdings 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.
  • Hilltop Holdings sold 164,690 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $4.91M.
  • Hilltop Holdings first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2017 and held it in 2 quarters.
  • Hilltop Holdings's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $4.91M in Q1 2018.
  • 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 Hilltop Holdings's 13F filing for Q2 2018, filed 14 Aug 2018.