Interactive Financial Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Interactive Financial Advisors’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
2015 Q2	–	Sell	-1,109	Closed	-$26K	–	112
2015 Q1	$26K	Buy	+1,109	New	+$26K	0.01%	85

Other funds holding PIV

Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return

Bank of America

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

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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